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 …

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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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Book review: Tesla, Elon Musk and the EV revolution

Vitaliy Katsenelson is one of my favorite authors of high-quality investment content. This is why I read his research about electric vehicles or EVs and many of his opinion pieces about Tesla some months ago (I believe it was an email-series). Anyway, some days ago I got to know that he offers his book Tesla, Elon Musk and the EV revolution for free for a few days. Beyond question, I read his book!

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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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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 …

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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 …

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What is Flow Traders’ potential as it is successfully riding the ETF investment trend?

Flow Traders N.V. is a leading global technology-enabled liquidity provider, specialized in Exchange Traded Products (ETPs) that massively profits from the ongoing trend to passive investments (read more in my prior post). As such, it could benefit tremendously in the years and decades to come leveraging its technology and its growing global presence. This post will analyse Flow Traders potential in more detail …

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