Flow Traders revisited (FLOW NA), May 2021

Recently, I read (and re-read) several books and other content about our biases and how these affect our investing decisions (mostly negatively). Over-confidence is one of the very common biases. My learnings about biases motivated me to revisit my Flow Traders analysis …

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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 …

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The world needs cheap high-quality generics. And investments! Hidden growing Krka 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 …

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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 …

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

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 …

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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 …

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