This time the most interesting content I stumbled over includes: blogs to watch, compounding machines, uncertainty, …Continue reading “Food for Thought #41 // Links🔗”
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 …”
TME reported Q3 2020 results on Nov 10th. Key operational metrics are good. But Chinese politics is targeting the tech sector and its monopolies …Continue reading “Tencent Music continues to deliver Superior Value to Users but Politics is a risk! (Q3 2020)”
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 …Continue reading “What is Flow Traders’ potential as it is successfully riding the ETF investment trend?”
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?”
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!
I am almost done with my DCF Valuation of Check Point Software Technologie (CHKP). I will do a follow-up post with the detailed analysis the week after next week, since I will be on holidays. Here are a few quick observations and facts about the Company…Continue reading “Initial Valuation of Check Point Software and Initial Buy”