We all look for quality businesses … at the same crowded places. I placed a bet on Qualitás elsewhere.

We are all looking for high quality businesses. Mostly this high quality is apparent (to everyone) only when the price has reached levels from where it is very much fun to look backwards. Many investors find high quality businesses within the ranks of well known companies and better known stocks (and ticker symbols). Maybe I have found something off the beaten path in less crowded markets …

Quicky #17 on Shinoken (8909)

This is part #17 about a Japanese company active in the real estate business.

Germans buy stocks (again). Time to review Tick TS …

With Trade Republic, Germany has its own robinhood – though the app’s gamification /products /users and stimuli to gamble instead of investing at the financial markets is not as extreme as its American role model Robinhood. But, Germans start to invest again …

Quicky #16 on Tradelink (536 HK)

This part #16 is about Tradelink Electronic Commerce Limited, which I found using a screen for ‘cheap’ Hong Kong stocks with a net cash position …

Quicky #14 on Koshidaka (2157 JP)

This is part #14 about Koshidaka Holdings, which business mostly consists of karaoke services in its domestic Japan market.

Quicky on BBBY (Q3 2020)

Jan 7th, Bed Bath & Beyond (BBBY US) reported its Q3 results for three months ending Nov 2020.

Quicky #13 on China Mobile (941 HK)

This is part #13 of quickies on new companies taking a look at the worlds biggest mobile service provider.

Going to the most fertile hunting grounds

Many of my friends recently attained a hunting licence. I am also a hunter, but in a slightly different sense. I am hunting for …

The world needs cheap high-quality generics. And investments! A hidden growing producer might do …

I instantly liked the company’s fundamentals, and its foreign ‘hidden’ character. It seems to fly very much under the radar when international investors are concerned. I generally believe this to be a real advantage and can be a strong investor’s edge.

Looking at the company more closely, I liked the vertically integrated business model. But I had to be careful, since I bought into a competitor some years ago. And that investment turned out …

I like this auto insurance company since it is Progressive

Traditional auto insurance companies are not the most desired investments currently. It’s all too easy to buy all these sexy new insurtechs around the corner (via your commission-free trading app). Advertising (or listing) your company as a tech company that could/would/should grow it’s revenue/users/losses by 10/20/50x is all the rage now. If that is what ‘investors’ want, that’s what they get …

Oriental Watch still has a huge pile of excess cash

Oriental Watch completed its conditional share buy back offer and reported H1 results.

Thoughts on my rising Pandora position

I trimmed my position in Pandora during this year after a strong rebound of the share price. It continued to perform very strongly and it is again time to decide about my rising Pandora position. The share price has just crossed my last fair value estimate …

Quicky #11 on Quadient (QDT), fka Neopost (NEO)

This is part #11 in my series on new companies. Since I bought some share of Neopost, now Quadient, in late Sept 2016 as a turnaround speculation, I guess it is time to take a closer look …

Tencent Music continues to deliver Superior Value to Users but Politics is a risk! (Q3 2020)

TME reported Q3 2020 results on Nov 10th. Key operational metrics are good. But Chinese politics is targeting the tech sector and its monopolies …

I looked at the Banking Industry and I invested in this Asian company!

This is part six and at the same time the last piece of my series on banks, for the time being. In this post I will do a quick recap of the series and take a look at my learnings.

More important for you: I analysed a company I had on my to-do-list for some time now …

Update on SoftBank after Q2 2020 results

SoftBank Group (9984 JP) reported Q2 results, for the period ending Sept 30, 2020.

Pandora Q3 2020: faces big risks from new lockdowns but turnaround is well underway

On Nov 3rd, Pandora reported solid Q3 results. New lockdowns represent a risk, especially taking into account the importance of seasonal business within Christmas time.

Quicky #10 on Aareal Bank

This is part five of my mini series on banks and part #10 within my series of Quickies on new companies.

Quicky #8 on Bed Bath and Beyond after BBBY’s 2020 Investor Day

Did the turnaround of Bed Bath & Beyond (BBBY) finally kick off? New management was put in place and changed some things for good. Then the global pandemic and checks from the government set the stage for the long-awaited turnaround. After todays virtual investor day, it is time for a quicky …

Quicky #7 on Hingham (HIFS US)

This is part three of my mini series on banks and part #7 within my series of Quickies on new companies.

Quicky #6 on Svenska Handelsbanken

This is part two of my mini series on banks and part #6 within my series of Quickies on new companies.

Quicky #5 on Gilead

This is part #5 on Gilead Sciences, Inc. of which I own shares (GILD US) since a few years without doing a thorough company analysis so far. The share price of GILD saw a recent high of $84 on remdesivir hopes in late April, but is now at a multi-year low of $60. Time for me to take a look …

Quicky #4 on Inpex (1605 JP)

This is part #4 about Inpex Corporation (1605 JP). I stumbled about the company when reading about Royal Dutch Shell’s huge Prelude FLNG project off Australia in which Inpex owns a stake with several other Asian companies. Inpex took a huge one-off charge due to operational production problems depressing current earnings. Time to take a look …

Is Tencent Music (TME) worth buying for its massive long-term growth potential?

[This post was published with password protection on Sept 22 but is now reposted without protection] Spotify is a very well known company in Western Europe and the US. Chances are that you use either Spotify’s services or any other service from Apple, Google, Amazon, etc! Spotify’s investing story rides on the huge secular growth trend of music streaming and podcasts, accelerated through covid-19, resulting in its one year stock price performance of +60%. Spotify’s profitability might be an issue, though. But there might be a more profitable alternative for investors …

Quicky #3 on L’Occitane

This is part # about one of my smaller ‘legacy positions’ which I bought into without a deeper analysis. As many retailers the company was and is strongly impacted by the pandemic. Time for a quicky (which got a bit longer) …