Nibbling at Hingham (HIFS), during banking stress

I was looking at HIFS for some years and wanted to buy shares cheaper. With all the recent developments in the economy and the banking sector I got the chance to buy into a quality bank. A perceived quality bank with issues!

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Banking on free money (CZBS)

I could kick my ass for not looking into the epic ECIP story when I first read about it.

Potential for a double whammy – Markel (MKL)

Markel and Gayner are well known in our circles. Do not expect anything new here.

Quick look at Bed Bath Beyond (BBBY)

When selling BBBY early 2021, unfortunately before the big pop, I deleted it from my watch list to not get distracted but set a reminder. Today I got a pop-up that BBBY hit €12…

Progressive (PGR US), March 2021

Progressive is one of my biggest positions. It’s a very profitable defensive business with ample growth runway for putting its retained earnings to use and continue to earn high returns on equity.

Quicky on BBBY (Q3 2020)

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

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 …

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 #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 …

News: Nvidia in advandced talks to buy Arm from SoftBank Group

Nvidia seems to be in ‘advanced discussions’ to buy Arm from SBG, which bought the company in 2016 for $ 32 bn. This could become the largest deal ever in a consolidating semiconductor indutry…

Is Progressive an Interesting Long-Term Buy for You?

The Progressive Corporation (PGR) is a growing American insurance holding company, predominantly selling automobile insurance, leveraging technology and industry leading segmentation to grow its market share. I take a deeper look into this interesting company…

News📰: Gilead to Buy Arcus Stake

Gilead Sciences Inc. considers acquiring a stake in Arcus Biosciences Inc., a cancer therapeutics company, that is backed by Alphabet (Google). Arcus’ therapies target small molecules, aimed at helping shrink tumors.

Quickie📢: This time is different❗

This is a follow up on my post Corona Virus and Financial Market Fallout.

This (financial) crisis, induced by the global corona pandemia rattling through Asian, European and American economies, is indeed different when compared to other financial crisis!

News📰: Gilead Buys Forty Seven for $ 4.9 bn

Gilead Sciences Inc. (which shares I currently own) will likely buy Forty Seven Inc. for c. 4.9 bn USD* or $ 95.50 per Share, representing a premium of 96% to the Thursday closing price.

Fundamental Valuation of Check Point Software (CHKP)

Check Point Software Technologies Ltd. is an Israeli Company, that develops and sells Information Technology Security products. It is growing much slower than its highflying peers (Palo Alto, Fireeye, Fortinet) but it is very profitable. I do not have a good IT knowledge, but anyway, I wanted to perform a DCF Valuation of this Company for a long time now!

Monthly ETF purchases

For quite some time now, I wanted to decide on how to invest frequently, ideally monthly, in a broad equity market, using a low cost product. These aspects clearly led me to the Exchange Traded Funds or ETFs…