Recent Posts

Amazon’s stock is not overvalued

When it comes to Tech Giants such as Alphabet, Microsoft, Facebook, Apple, and Amazon, one of the false Standard Investment Narrative people sometimes take is that these stocks have run ahead of themselves, that an overly optimistic perspective has been taken and that the high multiples (Price Earning Ratio; PE-Ratio) …

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Good stock repurchase programs are rare

Companies have various possibilities to “reward” their shareholders besides delivering strong and growing profits which are commonly referred to as “good earnings quality”. The two most commonly used ways to allocate capital towards stock investors are usually made in form of cash payouts to shareholders (dividends) and/or by repurchasing own …

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Loving the racing Ferrari stock

It was in October 2014 when the US-Italien conglomerate Fiat Chrysler Automobiles announced its plan to separate Ferrari (Stock Ticker: RACE) from the carmaker group. The spin-off was completed in January 2016 and marked the beginning of one of THE most ICONIC CAR brands on the stock market. Historically, car …

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Alphabet stock keeps climbing so smoothly

It is rare to see shares of High-Quality Businesses trading at a very reasonable price for several years in a row. Just look at Google’s parent company Alphabet. Isn’t it crazy that for instance from 2017 to 2020 you could have bought one stock of that wonderful business for around …

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Fresenius stock price starts looking attractive

Among European businesses, had been paying out increasing dividends for at least twenty-five years, German health care company Fresenius really stands out in terms of underperforming the market since March 2017. Investors that invested after the burst of the “Dot-com bubble” in 2002 have seen their Fresenius stocks climb from …

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