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 …
Continue reading “We all look for quality businesses … at the same crowded places. I placed a bet on Qualitás elsewhere.”Category: Ratios
Quicky #18 on Globaltrans (GLTR LI)
Russia is a market segment shun by investors. It’s also a vast country. What better way to transport bulk by rail? …
Continue reading “Quicky #18 on Globaltrans (GLTR LI)”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 …
Continue reading “Germans buy stocks (again). Time to review Tick TS …”As investors and consumers shun Tobacco I wonder if now the time is right to buy?
At least in the developed world, more and more people either stop smoking or never begin in the first place. The (relative) number of people smoking traditional cigarettes declines as it goes against the big secular health trend. Could this current situation set the stage for profitalbe investments for many years?
Continue reading “As investors and consumers shun Tobacco I wonder if now the time is right to buy?”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 …
Continue reading “Quicky #16 on Tradelink (536 HK)”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.
Continue reading “Quicky #14 on Koshidaka (2157 JP)”Quicky on BBBY (Q3 2020)
Jan 7th, Bed Bath & Beyond (BBBY US) reported its Q3 results for three months ending Nov 2020.
Continue reading “Quicky on BBBY (Q3 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.
Continue reading “Quicky #13 on China Mobile (941 HK)”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 …
Continue reading “The world needs cheap high-quality generics. And investments! A hidden growing producer might do …”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 …
Continue reading “I like this auto insurance company since it is Progressive”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 …
Continue reading “Quicky #11 on Quadient (QDT), fka Neopost (NEO)”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.
Continue reading “Quicky #10 on Aareal Bank”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 …
Continue reading “Quicky #8 on Bed Bath and Beyond after BBBY’s 2020 Investor Day”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.
Continue reading “Quicky #7 on Hingham (HIFS US)”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.
Continue reading “Quicky #6 on Svenska Handelsbanken”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 …
Continue reading “Quicky #5 on Gilead”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 …
Continue reading “Quicky #4 on Inpex (1605 JP)”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 …
Continue reading “Is Tencent Music (TME) worth buying for its massive long-term growth potential?”Buying Oriental Watch despite short term uncertainty
Since my last post regarding Oriental Watch I wanted to buy some shares, but never did so because …
Continue reading “Buying Oriental Watch despite short term uncertainty”Time is Money, or my Personal Note on E.ON and Uniper
I stated in a prior post on portfolio construction with a focus on position sizing that I want to sell some of my positions. I have a high number of rather small (legacy) positions that I bought without performing serious research. So I want to take a look at two of my poistions …
Continue reading “Time is Money, or my Personal Note on E.ON and Uniper”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…
Continue reading “Is Progressive an Interesting Long-Term Buy for You?”Links🔗: Food for Thought
Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
(includes: FAANG, Microsoft, universal basic income, Intuitive Surgical, Heico, PayPal, Allianz, Bayer, SAP, Multiples)
Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
Enjoy 🙂 reading , thinking
about and getting involved in discussions