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Stock Market Research Platform
INVESTMENT VISION, STRATEGY AND HOW TO USE THE PLATFORM
HOW TO START USING THE RESEARCH PLATFORM
EMAIL NOTIFICATION SETTINGS HAVE TO BE GDPR COMPLIANT TO RECEIVE REAL TIME UPDATES
Investing strategy - 07 July 2020
Questions About Sven Carlin, Strategy, Investment Philosophy, Goals and Research Platform Answered! July 2020
PLATFORM PORTFOLIOS EXPLAINED WITH STRATEGY
BEFORE INVESTING KNOW THIS: STOCKS WILL CRASH 70% AND 7.6 OUT OF 10 WILL DO BADLY
Learning from my own mistakes - two year research platform review - May 2020
FAQ ABOUT PLATFORM (Performance, Goals, Transactions, Price etc.)
PORTFOLIO OVERVIEW - WHY I OWN WHAT AND OUTLOOK - Updated 02 September 2021
HOW TO USE THE FILE CONTAINING THE PLATFORM'S KEY DATA (PREVIEW) (3:08)
CORE PORTFOLIOS OVERVIEW - LUMP SUM, MODEL, PRIVATE & LARGE - updated DEC 2021
THE STOCKS LIST AND LINKS TO RESEARCH - VALUATION LIST! THIS IS IT - UPDATED 20 Jan 2022
COMPARATIVE LIST OF PUBLICLY ANALYZED STOCKS + INTRINSIC VALUE TEMPLATE - UPDATED 6 Dec 2021
Emails Sent Overview - Updated 21 Jan 2022
China Investing Framework - 29 July 2021
LATEST FULL SECTOR ANALYSES
Copper Sector Analysis - October 2021 Update
Natural Gas+LNG Sector Analysis - November 2020
Iron Ore Sector Investing Analysis - Updated October 2021
A look at telcos - AT&T & Lumen - High DIV - Dec 2020
Full, stock by stock, Aluminum Sector Analysis - Jan 2021 ALCOA, KAIZER, NORSK, CENX, AHC
List of publicly analyzed stocks & Intrinsic Value Template - Updated 05 March 2021
Retailers Jan 2021- SFM, KR, AD
Emerging Markets ETF quick overview for deeper analysis - February/March 2021
Plant Based Food Alternatives Sector Analysis - June 2021 (work in progress)
US Pipeline Stocks - Focus on Kinder Morgan (KMI) - October 2021
General Platform Questions & Discussions!
Platform Questions And Comments
SHARE YOUR IDEAS - minimum one A4 of analysis up for discussion with forum members
How To Select a Broker!
Covered STOCKS TRADED in NORTH AMERICA
NYSE: TX - Ternium - Steel - Exposure to Latin America - Mexico/Brasil - Q42020 03 March 2021
TSX: LUN |OTC: LUNMF - Lunding Mining - Global Copper Miner with Low Debt Good Assets- Update 11 Oct 2021
Corning NYSE: GLW - updated 24 August 2020
FACEBOOK EARNINGS MODEL AND VALUATION - Earnings Update Q3 2021 - October 2021 (11:40)
NYSE: BRK.A, BRK.B - Berkshire Hathaway Analysis - 8 June 2021
NYSE: NTR, TSX: NTR - NUTRIEN - THE FERTILIZER/FOOD Stock - updated 05 March 2021
NASDAQ: INTC Intel - Updated 07 Dec 2021
NYSE: FDP Food stock (NYSE: DOLE) - Updated 09 Sept 2021
NYSE: Teck - 27 October 2020 updated on Q3 2020 Earnings
NYSE: SCCO - Grupo Mexico - 21 October 2020
NASDAQ: CSCO - Cisco stock analysis - Updated 16 September 2021
NYSE: BABA - Analysis - Updated on Investor Day Dec 2021
NYSE: TSM - TSMC - 29 January 2021
OTC: TCHEHY - HKG: 0700 TENCENT - PROSUS - NASPERS - updated 02 Sep 2021
NYSE: MLCO - Melco Resorts - Macau Gaming + HKG: 0200
NYSE: FMX, NYSE: KOF = Fomento Economico Mexicano - Research 5 March 2021 Update 27 August 2021
NYSE: MBT - Mobile Telesystems Russia Dividend Stock - 25 September 2021
NYSE: VIV - Telefonica Brasil - 01 Dec 2021
NASDAQ: BIDU HK:9888 Baidu Chinese Search - 27 August 2021
NASDAQ: VEON, AMS: VEON - Analysis 01 Dec 2021
Sketchers NYSE: SKX - 20 January 2022
Covered STOCKS TRADED in EUROPE
Oslo: SSO - SCATEC SOLAR - FAST GROWTH SOLAR UTILITY - updated 16 October 2020
LSE: OGZD - Gazprom - Updated 02 September 2021
LSE: MNOD, OTC: NILSY - Norilsk Nickel - Dividend and Metals - updated 02 Sep 2021
LSE: PHOR - Phosagro - Dividends and Food - 09 Nov 2021
FRA: AUS, VIE: ATS - AT & S Austria Technologie & Systemtechnik 12 March 2021
EPA: ADP Aeroports de Paris - Updated 20 Sept 2021
LSE: GLEN OTC: GLNCY Glencore - 02 September 2021
LSE:LKON LUkoil - 20 October 2020
STO: BOL Boliden AB - 23 October 2020
LSE: KAZ - Kaz Minerals - 23 October 2020
LSE: ANTO - Antofagasta - 26 October 2020
AMS: FLOW - 23 July 2021
SWX: TIBN - SWX: JFN - 24 September 2021
Norsk Hydro - Aluminum Sector Coverage - 06 January 2021
BIT: CRES - Coima RES REIT Italy - 25 September 2021
LSE: PLZL - Polyus Gold - 25 September 2021
AMS: ACOMO - Amsterdam Commodities - 10 Sept 2021
AMS: BSGR - B&S Group - Old Retailer turning E-commerce platform 11 Nov 2021
Prosus NV - AMS: PRX - September 2021
ASOS Plc - LON: ASC - October 2021
ForFarmers NV - AMS: FFARM - November 2021
JDE Peets AMS: JDEP - Coffee 24 November 2021
Covered Stocks Traded In Asia
HKG: 2689 - Nine Dragons Paper
CK Hutchinson - HKG:0001 - OTC: CKHUY - Analysis 21 September 2020
HK: 0486 - United Company Rusal & EN+ LSE: ENPL - updated 13 May 2021
HKG: 0700 Tencent - AM: PRX PROSUS - 02 Sep 2021
HKG: 3918 - Nagacorp Cambodia - 21 September 2021
HKG: 0941 China Mobile (listed in Frankfurt too) - 21 Sep 2021
MODEL PORTFOLIO
HOW TO BUILD A PORTFOLIO (VIDEO) 31 July 2018 (10:31)
MODEL PORTFOLIO - LAST UPDATED 01 AUGUST 2018
MODEL PORTFOLIO START MAY 2018
MODEL PORTFOLIO FIRST TWO TRANSACTIONS MAY 2018
MODEL PORTFOLIO NEW TRANSACTION MAY 2018
NEW PORTFOLIO TRANSACTION MAY 30 2018
NEW PORTFOLIO TRANSACTION JUNE 04 2018
NEW PORTFOLIO TRANSACTION 14 June 2018
NEW PORTFOLIO TRANSACTION 21 JUNE 2018
NEW PORTFOLIO TRANSACTION 23 JULY 2018
NEW PORTFOLIO TRANSACTION UPDATE 31 JULY 2018
NEW PORTFOLIO TRANSACTION - 01 AUGUST 2018
NEW PORTFOLIO TRANSACTION 28 AUGUST 2018
NEW PORTFOLIO TRANSACTION 30 August 2018
NEW PORTFOLIO TRANSACTION 20 September 2018
QUARTERLY PORTFOLIO UPDATE 30 SEPTEMBER 2018
NEW PORTFOLIO TRANSACTION 02 OCTOBER 2018
NEW PORTFOLIO TRANSACTION - 08 October 2018
NEW PORTFOLIO TRANSACTION - 22 OCTOBER 2018
NEW PORTFOLIO TRANSACTION 31 OCTOBER 2018
NEW PORTFOLIO TRANSACTIONS 29 November 2018
NEW PORTFOLIO TRANSACTION 13 DECEMBER 2018
Final 2018 portfolio update - no transaction this time - 27 December 2018
NEW PORTFOLIO TRANSACTION 30 January 2019
MODEL PORTFOLIO TRANSACTION - 13 February 2019
Model Portfolio Update 4 March 2019
New Model Portfolio Transaction March 12 2019
Model Portfolio Transaction - first total sale at 70% up - March 13 2019
Model Portfolio Transaction and Monthly Addition - 28 March 2019
New Model Portfolio Transaction 11 April 2019
New portfolio transaction 18 April 2019
NEW PORTFOLIO TRANSACTION - 14 May 2019
New Portfolio Transaction 28 May 2019
Model Portfolio Transactions 19 June 2019
Model portfolio transaction - 02 July 2019
Model portfolio transaction 25 July 2019
New Portfolio Transaction - 12 August 2019
Portfolio Transaction and Montly 1k addition - 30 August 2019
Adding to position - 10 September 2019
MONTHLY MONEY ADDITION - NEW PORTFOLIO TRANSACTIONS - 25 September 2019
30 September 2019 Portfolio position closure
Monthly Money Addition and Transaction 29 October 2019
Portfolio transaction 05 November 2019
Portfolio Transaction and 1k Addition 09 December 2019
23 January 2020 - Model portfolio transaction
02 March 2020 - Portfolio Update and monthly transaction (February)
Monthly 1,000 Added (March 2020)+ Portfolio Transaction 16 march 2020
Monthly addition of 1,000 and transaction 20 April 2020
Monthly addition for May and purchase
Portfolio transaction 14 May 2020
Monthly Addition and Portfolio Purchase - 24 June 2020
Monthly Addition And portfolio Purchase - 24 July 2020
Monthly addition and portfolio sale - 26 August 2020
Portfolio purchase 26 August 2020
Portfolio Purchase 25 September 2020
Portfolio Sale 08 October 2020
Portfolio purchase 12 October 2020
Portfolio purchase 19 October 2020
portfolio sale 28 October 2020
Increasing Portfolio Position - 07 December 2020
Hedging the portfolio - in a way - 14 December 2020
2021 Model Portfolio Transactions - Updated 19 March 2021
Model Portfolio Transaction - Adding 1,000 to the position - 21 April 2021
Reinvesting dividend - 04 May 2021
Monthly Addition and portfolio transaction 17 May 2021 - 2 PDFs
June Money Addition and Transaction 08 June 2021
Portfolio Transaction - balancing risk - 15 June 2021
Portfolio Transaction - Increasing position - 01 July 2021
Monthly Addition & Going Long CRYPTO - 23 July 2021
Adding to Portfolio Position - 23 August 2021
Monthly 1,000 Addition and Transaction
Monthly Addition And Transaction - October 2021
Monthly Addition And Transaction November 2021
Monthly Addition And Transaction December 2021
Model Portfolio Transactions 2022 - Updated 24 January 2022
Lump sum 100k core value investing portfolio
First portfolio transaction and rationale - 02 January 2019
Second portfolio transaction and rationale - 31 January 2019
Third Portfolio Transaction - 13 February 2019
Fourth Portfolio Transaction - March 12 2019
Fifth Portfolio Transaction and Adding to a Position - 28 March 2019
Sixth portfolio transaction 11 April 2019
Seventh Lump sum portfolio transaction - 18 April 2019
Partial Portfolio Position Sale and Risk Management Commentary - 2 May 2019
Eighth portfolio transaction - 14 May 2019
Partial Portfolio Sale on Position 40% up - 28 May 2019
Ninth Portfolio Transaction 29 May 2019
Partially adding to position - 12 August 2019
Adding to position - 10 Septemer 2019
30 September 2019 - Closing positions and partial addition
Portfolio completion transaction, Portfolio update, Portfolio outlook
Portfolio Trade - Up 10% in 3 months - Sometimes you have to take profits:-)
23 January 2020 - Portfolio transaction
03 March 2020 Portfolio Addition, Update and Strategy
Portfolio Purchase - Addition to position - 13 March 2020
Portfolio purchase - adding to position - 20 March 2020
Portfolio purchase - adding to position - 06 April 2020
Portfolio Completion 100% invested - 06 April 2020 - next is only leverage on total bargains!
Portfolio Transaction - 20 April 2020
Portfolio Transaction 06 May 2020
Portfolio Transaction 14 May 2020
Portfolio Transaction 24 July 2020
Portfolio transaction 26 August 2020
Portfolio purchase 26 August 2020
Portfolio Purchase 25 September 2020
Portfolio sale 08 October 2020
Portfolio purchase 12 October 2020
Portfolio purchase 19 October 2020
Portfolio sale 28 October 2020
Increasing Portfolio Position - 7 December 2020
Halving portfolio position - 12 December 2020
Hedging The Portfolio - In A Way - 14 December 2020
2021 Lump Sum Portfolio Transactions - Updated 22 March 2021
Dividend reinvesting - 4 May 2021
Portfolio Transactions 17 May 2021 - 2 PDFs
Portfolio Transaction 08 June 2021
Portfolio Transaction - Balancing Risk - 15 June 2021
Increasing Position - 01 July 2021
Adding to portfolio position - 23 August 2021
Portfolio Transaction - 21 September 2021
Adding To Portfolio Position - 24 November 2021
Lump Sum Portfolio Transactions 2022 - Updated 24 January 2022
LARGE PORTFOLIO LYNCH STYLE - "You have to own a stock to know it"
LARGE, PETER LYNCH STYLE PORTFOLIO RATIONALE
PORTFOLIO EXCEL OVERVIEW - updated 15 April 2020
First portfolio purchase with rationale - 15 April 2020
Second portfolio purchase - 29 April 2020
Third Portfolio Transaction - May 2020
4th Portfolio Addition - May 2020
Fifth portfolio addition - 21 May 2020
Sixth Portfolio Addition - 24 June 2020
First large portfolio sale - 28 August 2020
Large Portfolio Purchase - 21 October 2020
Large portfolio purchase 30 November 2020
Large portfolio purchase - Swiss land :-) 22 December 2020
2021 Large Portfolio Transactions - Updated 18 March 2021
Large Portfolio Purchase - 01 April 2021
Large Portfolio Purchase - 05 April 2021 (6 to go to reach target of 20)
2 Large Portfolio Purchases - 17 May 2021
Portfolio addition - 28 May 2021
Portfolio addition - 16 July 2021
Large Portfolio Completed with 20 positions - 2 september 2021 - To manage for 15%+ returns from now on
Large Portfolio Transaction One out, one in - 16 September 2021
Increasing Portfolio Position - 7 October 2021
Large Portfolio Transaction One out, one in - 15 October 2021
Large Portfolio Transactions Since November 2021 - Updated 01 December 2021
LARGE PORTFOLIO TRANSACTIONS 2022 - Updated 3 January 2022
Sven Carlin Personal Stock Market Purchases
Deploying some personal liquidity in this crisis - 16 March 2020
Second Personal Portfolio Purchase - 08 April 2020
Third Portfolio Purchase 06 May 2020
Personal portfolio sale for home purchase - 26 August 2020
Transaction 30 September 2021
US-AMERICAN, NYSE - NASDAQ LISTED - STOCK ANALYSES
US STOCK ANALYSIS LIST - NYSE/NASDAQ LISTED STOCK ANALYSES WITH COMMENT AND LINK
Allison Transmission ALSN - 08 April 2020
Corning (NYSE: GLW) Stock Analysis - 12 April 2020
RH Stock Analysis - A Buyback Play 10 April 2020
Quanta Services (NYSE:PWR) Stock Analysis - Updated Dec 2021
RESEARCH REPORTS
CHINESE FINTECH - CONSUMER LENDING SECTOR ANALYSIS - UPDATED 16 January 2020
A DEEP VALUE GOLD MINER - Position closed after 70% up - 13 March 2019
CHINESE ONLINE PLATFORM GROWTH STOCK ANALYSIS
SUDZUCKER STOCK AND SUGAR MARKET ANALYSIS (17:13)
URANIUM MARKET ANALYSIS AND 5 STOCKS - December 2018
Natural gas and LNG investing environment
CorePoint Logic - Michael Burry's largest position analyzed - 02 April 2019
Investing in insurance companies overview with excel table on 25 stocks
Tyres stocks sector analysis - plus Nokian stock analysis - November 2019
OIL STOCKS AND SECTOR ANALYSIS - APRIL 2020
Construction Equipment Manufacturers - March 2020
STEEL SECTOR ANALYSIS - NUCOR, STLD, DERICHEBOURG, MMK, ARCELOR, TERNIUM etc. - APRIL 2020
Airport Stocks List With Detailed Analysis Stock by Stock - September 2020
Austrian Stocks Full Analysis - Stock by Stock - September 2020
Railroad stocks full sector and stock by stock analysis - 26 September 2020
Food Stocks Analyzed
Ingredion Stock Analysis - a double digit yield and growth - 24 March 2020
Food stocks excel list - updated 08 March 2019
Fresh Del Monte Produce Stock Analysis - UPDATED Q4 2019 -24 March 2020
Bunge Stock Analysis - update 24 March 2020
ADM Stock analysis - Updated 24 March 2020
CF Industries Stock Analysis + YARA International quick overview - 24 March 2020
K+S Stock Analysis 19 April 2019 -
Mosaic Company Overview - update 24 March 2020
Nutrien update - 24 March 2020
Fertilizer investing overview - 11 April 2019
Phosagro Business Analysis - Updated 24 March 2020
CHINA STOCKS - US TRADED - COMPLETE MARKET ANALYSIS - 97 REGULAR LISTINGS AND 181 OTC LISTINGS
FINAL COMPARATIVE TABLE CHINESE STOCKS - UNDERVALUED OR OVERVALUED - ALL STOCKS - Updated 20 SEPTEMBER 2018
CHINA STOCK LIST DATA AND GENERAL DESCRIPTION - OPEN FOR VIEWING 03 SEPTEMBER 2018
JIANGSU EXPRESSWAY AND GENERAL SECTOR DISCUSSION PLUS SECTOR STOCK LIST (TOLL ROADS) 09 Aug 2018
CHINA TOLL ROAD STOCKS COMPARATIVE TABLE AND CONCLUSION - 11 August 2018
CHINA AIRPORT STOCKS - UPDATED 25 March 2019
CHINA STOCKS LIST DATA AND MY COMMENTS 03 September 2018
CHINA STOCKS LIST WITH SMALL COMMENT (excluded stock or further research needed) - 03 September 2018
Chinese online streaming sector - notes of quick overview 14 September 2018 - updated March 2020
CHINESE WEALTH MANAGEMENT SECTOR ANALYSIS (JUPAI, NOAH) - 18 September 2018
CHINA INSURANCE DIVIDEND GROWTH STOCK ANALYSIS - 20 September 2018
TENCENT - QUICK TAKE - 27 SEPTEMBER 2018
BAIDU - QUICK TAKE - 27 SEPTEMBER 2018
BEST Inc. (BSTI) - QUICK TAKE - 27 SEPTEMBER 2018
ALIBABA QUICK EXCEL EARNINGS MODEL - 30 SEPTEMBER 2018
XINYUAN REAL ESTATE ANALYSIS 05 OCTOBER 2018
Qudian conclusion 8 June 2021
BASE METAL MINER STOCKS
Copper miners comparative list - 21 October 2020
OLD - COMPARATIVE TABLE COPPER MINERS - Updated 27 November 2018
NORILSK NICKEL FULL ANALYSIS AND VALUATION + UPDATED 11 March 2020
LUNDIN MINING AND COPPER METAL ANALYSIS - Updated October 2020
HUDBAY MINERALS STOCK ANALYSIS - OCTOBER 2020
KAZ MINERALS ANALYSIS - `October 2020
First Quantum quick analysis - 16 October 2020
FREEPORT MCMORAN - FCX - 30 September 2020
KGHM POLSKA - 13 October 2020
Zinc Sector Analysis and Stock List - 29 January 2019
Zinc miners analyses - Teck, Trevali, Aurelia Metals, Altius Minerals, Anglo American
Glencore stock analysis - 2020
Vedanta Limited Analysis 13 February 2019 - Updated 11 March 2020
SCCO - October 2020
MANGANESE MINER ANALYZED - 06 February 2020
Ivanhoe Mines - October 2020
OZ Minerals - From Copper To Gold - 16 October 2020
Zijin Mining Gold/Copper Stock Analysis - 20 October 2020
GOLD MINERS AS A HEDGE
COMPARATIVE TABLE FOR GOLD MINERS - UPSIDE AND DOWNSIDE - Updated 05 November 2018
NEWMONT MINING OVERVIEW - 10 OCTOBER 2018
3 RUSSIAN GOLD MINERS ANALYZED - 17 OCTOBER 2018
Top 10 Van Eck Gold Miner ETF discussed - 31 October 2018
Just an overview of the 10 to 100 Van Eck Miners - The Research Process - 05 November 2018
Polyus Gold Valuation and Overview - 12 September 2019
Newcrest Mining Valuation and Overview - 07 November 2018
Goldcorp overview and valuation 08 November 2018
Iamgold valuation overview 08 November 2018
Endeavour mining quick overview 12 November 2018
Guyana Goldfields overview and investment thesis 12 November 2018
Eldorado gold quick analysis - 13 November 2018
Harmony gold quick analysis - 13 November 2018
Taho Resources quick take - 13 November 2018
Conclusion on gold miners and investing strategies - 14 November 2018
Caledonia Mining quick take - 17 November 2018
Gold and gold miners update September 2019
AngloGold Ashanti - 12 March 2021
ARGENTINA INVESTMENT ANALYSIS JULY 2018
CENTRAL PUERTO EARNINGS AND VALUE MODEL - UPDATED 19 March 2021
IRSA Commercial Properties Analysis - 18 JULY 2018 Part of Cresud
CRESUD SUM OF PARTS ANALYSIS (17:18)
CRESUD FINAL VALUATION
QUICK NOTES ON STOCKS AND THE MARKET
QUICK NOTE ON AMIRA NATURE FOODS
15% TO 40% QUICK MERGER ARBITRAGE OPPORTUNITY OR 15% LONG TERM RETURN
SOLAR INDUSTRY INVESTMENT RESEARCH
SOLAR INDUSTRY INVESTMENT REPORT - OVERVIEW
INITIAL COMMENTARY ON 38 SOLAR STOCKS
FIRST SOLAR (FSLR) - QUICK TAKE
SOLAR EDGE - IN DEPTH RISK REWARD ANALYSIS
PATTERN ENERGY GROUP ANALYSIS (NASDAQ: PEGI)
A SOLAR, BATTERY STORAGE GROWTH STOCK OFFERING 15% YEARLY RETURNS = Earnings update 29 January 2020
INVESTING OPPORTUNITIES IN BRAZIL
BRAZIL - INVESTMENT OVERVIEW
BRAZIL STOCK WITH OPENED PORTFOLIO POSITION - 21 JUNE 2018
ELECTROBRAS (EBR) - QUICK TAKE - 22 JUNE 2018
CEMIG Stock Analysis - 26 June 2018
Quick take on all Brazilian utility stocks 26 June 2018
ENGIE BRASIL AND PAULISTA QUICK TAKE PLUS CONCLUSION ON UTILITIES - 27 JUNE 2018
15 BRAZILIAN STOCKS DISCUSSION - 04 JULY 2018
COSAN LIMITED ANALYSIS AND EARNINGS MODEL
GREAT BUSINESSES IN DEVELOPED MARKETS
McKesson (MCK) - value investing perspective - 28 November 2018
IHG - an overview 07 December 2018
Disney stock analysis Updated 14 April 2020
Elementis Plc - 4 March 2019
RUSSIA & CIS INVESTMENT OPPORTUNITIES
57 Russian & CIS stocks first look and research process - 24 January 2019
Russian supermarket environment - Lenta, Magnit, X5 - 20 December 2018
A look at Gazprom - UPDATED 16 September 2019
Lukoil 27 December 2018
Surgutneftegaz analysis - 03 April 2020
Rosneft - Quick Take - 10 January 2019
Novatek - Quick Take - 10 January 2019
Russia other - Real Estate Developers, Fertilizers...
Stock Idea Of the Month Platform
Facebook February 2019 Stock Analysis Update (10:21)
February 2019 Idea - My Favorite Miner (11:53)
May 2019 Idea - Recent Chinese IPO
5G Investment Opportunities
QCOM Analysis - Value Investing Perspective - 05 April 2019
Forest, pulp and paper stocks
UPM Finland Business Overview - 18 September 2019
Nine Dragons - Chinese Leader analysis - updates 28 march 2020
Klabin Brazil - 03 May 2019
HONG KONG LISTED STOCKS + Asia
GSH RAILWAY - Cheap assets high potential - 10 May 2019
First Pacific - Philippines and Indonesia at a huge discount - 10 May 2019
Man Wah Business Analysis - May 14 2019
BYD Initial Overview - 09 October 2019
Minebea Mitsumi - Japan - 10 October 2019
China Merchants Port - 10 October 2019
Softbank - using a crayon, not a sharp pencil - 10 January 2022
FORGET ABOUT FAIRFAX - UPDATED 30 October - FairFax India Overview - 29 October 2019
Investing in REITs (real estate)
Introduction to REITs, pros and cons + Simon Property Group Example
US Healthcare REITs Overview - Quick Look at all of them
REITs Investing - risk and reward - 05 July 2019
Smartcentres - Canadian Retail REIT - 05 July 2019
NorhtWest Healthcare Properties Canada REIT - 09 July 2019
Airline Industry
Ryanair Stock Analysis - 11 July 2019
AIRLINES AND RELATED INVESTING SECTOR ANALYSIS - RISK AND REWARDS - February 2020
AIRLINES EXCEL FILE - UPDATED 19 FEbruary 2020 - suppliers added 6 March 2020
US AIRLINES OVERVIEW
Aircraft Leasing Companies - February 2020
European Airlines Need To Fall 50% to become interesting - 27 February 2020
Airplane Manufacturers - February 2020
Chemical Sector Analysis - Lithium August 2019
Scapa Group Plc Analysis - 11 July 2019
Albemarle - Lithium Sector 18 July 2019
Livent Corporation - FMC's lithium spin-off - updated Q2 2019 - 19 August 2019
SQM Lithium Stock Analysis - 06 August 2018
Lithium Americas Analysis - 15 August 2019
Orocobre analysis - 21 August 2019
Lithium Sector Conclusion - 21 August 2019
Chemicals overview 19 September 2019 - 41 stocks
Shipping - September 2019
Introduction to Shipping Sector Analysis - What to watch from a value investing perspective
Shipping LNG Sector Overview - Value and Fundamentals - 24 September 2019
Shipping Sector Investment Conclusion - 04 October 2019
Flex LNG Stock Analysis - 04 October 2019
Golar LNG - Reading the Annual Report 04 October 2019
Shipping excel file
Final conclusion on shipping
UK Stocks
An Objective Introduction to Investing in Brexit - 18 October 2019
FTSE 30 Stock by Stock Analysis
FTSE Small Cap Index - Stock By Stock Analysis - October/November 2019
16 Interesting FTSE Small Cap Businesses -November 2019
London's Fastest Growing Airport Stock Analysis - 22 November 2019
RHI Magnesita - LON: RHIM - Interesting Refraction/ Steel play 27 November 2020
COPYING OTHER FUNDS - ANALYZING THEIR PORTFOLIOS
9 Stocks That Are Compounders
20 Cheap Value Stocks, Industrials, Cyclicals - SALMON, COPPER - added below the compunders
Free Lunch Portfolio By Pabrai 2020 Analysis
Waste Management Stocks Full Sector Analysis - 15 developed markets and 15 emerging markets stocks
Waste Management Sector Report (trends and opportunities) + 15 Developed Markets Waste Management Stocks Analyses
Everbright International - HK 257
Everbright subsidiaries - January 2020 + China Water Affairs
Quick notes on some waste management emerging markets stocks - not interesting - December 2019
100 Chinese Stocks 2020 Overview and Analysis
Excel files with short comments - updated 23 January 2020
Beijing Enterprises Water Group Limited Looks Good - January 2020
Country Stock Analyses - Stock by Stock
All Austrian Stocks - 3rd Cheapest Stock Market in The World - June 2020
OLD - EARNINGS AND NEWS UPDATES ON COVERED STOCKS AND PORTFOLIO STOCKS
2019 Q4 Stock By Stock Earnigns Update - 11 March 2019
Q3 2019 Earnings Update - Stock By Stock
Q1 2019 EARNINGS UPDATE - 2nd on 23 May 2019
Q4 EARNINGS UPDATE ON COVERED STOCKS - 3rd 18 March 2019
Q3 2018 EARNINGS UPDATE ON COVERED STOCKS - 3rd 11 December 2018
Q2 2018 EARNINGS UPDATE ON COVERED STOCKS - 3rd on 08 September 2018
OLD - prior to July 2020 - COMPARATIVE TABLE COVERED AND WATCHED STOCKS
COMPARATIVE TABLE COVERED STOCKS AND PORTFOLIO HOLDINGS TO DOWNLOAD - UPDATED 29 April 2020
The Final Comparative Work Sheet to be updated thorough May 2020
2020 CRASH, ALL STOCKS UPDATE SHEET AND CRISIS STRATEGY - MARCH 2020
Current Portfolio and Owned Stocks (stock by stock & ranking) overview - Updated 15 January 2020
US STOCK ANALYSIS LIST - NYSE/NASDAQ LISTED STOCK ANALYSES WITH COMMENT AND LINK
OLD - STOCKS TO WATCH - TABLE UPDATED 17 AUGUST 2018
OLD - YOUTUBE VIDEO STOCK ANALYSIS COMPARATIVE TABLE - UPDATED 03 SEPTEMBER 2018
OLD - ARITHMETIC PORTFOLIO POSITION ANALYSIS FOR BETTER APPROXIMATE EXPOSURE CALCULATION - BUSINESS QUALITY - 18 OCTOBER 2018
OLD - End 2018 year comparative table covered stocks and portfolio quick update - 27 December 2018
OLD - Stocks Glanced at - 18 October 2019
Natural Gas - LNG - Pipeline Stocks Full Sector Analysis - Stock by Stock - Nov/Dec 2020
Cheniere Energy - NYSE: LNG - 03 November 2020
Novatek Stock Analysis - no debt - 4 November 2020
Woodside Stock - interesting growth - 9 November 2020
Businesses With Potential to Follow Over Time
Aalberts - AMS: AALB - 04 May 2021
Amsterdam Stock Exchange Stock by Stock
As - Aalberts, Accsys, Accell, Adux Adyen, Aedifica.. Completed - 14 June 2021
AMG Advanced Metallurgical Group Stock Analysis – 5X Potential Example - 25 May 2021
Aperam Stock Analysis – AMS: APAM, OTC: APEMY - 31 May 2021
ArcelorMittal NYSE:MT, AMS:MT - Interesting steel play to watch - 10 June 2021
Bs - BAM, BE Semis, Basic Fit, Boskalis... 23 July 2021
Cs - September 2021 completed
Dutch Stocks From D to G November 2021
Dutch Stocks From H to J November 2021
Dutch Stocks From J to End 2021
Chinese E-commerce Sector Overview 2021
JD.Com Overview 18 June 2021
DaDA Nexus - Last mile delivery & O2O by JD - 21 June 2021
Pinduoduo - PDD stock - 23 June 2021
Baozun + VIPS + Meituan
MSCI World Small Cap Full Analysis - Looking For Great Small Caps Dec 2021
1 to 50 - Great Examples Of What To Look For, but pricy! Dec 2021
2 to 50 to 100 - Still on the expensive side of things - DEC 2021
3 100 to 200 - 5 to look at & 95 expensive
4 201 to 300 - 5 to look at & 95 expensive
Top 10 from first 300 - 20 January 2022
Glencore stock analysis - 2020
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