Category: Uncategorized
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Just Eat Takeaway
Nowadays everyone knows them. The youngsters on the bikes delivering your dinner. But this wasn’t all that common. Most people didn’t even know about its existence before covid. A lot has happened since covid. The industry was flooded by PE capital to conquer markets which led to large losses and there were many mergers and…
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Humble Group AB
Today’s write-up is about a special Swedish company that has put itself in an interesting position to increase earnings significantly over the next couple of years. Let’s dive in! Executive summary Early Innings In 2009, Bayn Europe was founded in Sweden as a response to the market’s demand for natural and healthy sugar reduction solutions.…
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Investing Principles
While I was reading the Joys of Compounding, I stumbled upon a few very interesting ideas that I couldn’t get out of my head. Therefore, I thought that these ideas would also be of value to you. In this post, we will be taking a deeper look at the ideas from this book that impacted…
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Update on Tencent and Alibaba
Over the past few years, public Chinese companies had a lot to endure. In late 2020, it started with the crackdown of the Chinese government on the large tech companies in the country. Some of these new regulations include the enforcement the anti-monopoly guidelines for platforms, refinement of data processing rules, and more regulation on…
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Thriving Through Change
Many investors have come to understand that markets are changing at an increasing rate and that black swan events are not exceptions but the rule. To prove this point, take a look at the companies that IPO’d before 1970. Nine times out of ten, these businesses survived for five years or longer. For the period…
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The Beauty of Incremental Gains
There’s a man, named Jack, that has been a farmer for more than a decade. Every day, he would get up at the break of dawn and work diligently, harvesting crops and tending to his animals with love and care. Jack had never been a particularly wealthy man, but over the years as he worked…
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Update on Atlas Engineered Products
Recently, I completed a write-up on Atlas, but had some lingering questions and received helpful feedback. I was thrilled when Paul Andreola agreed to do an interview to discuss Atlas further. In this post, I’ll share the insights I gained from our conversation. Stability of revenues & lumber prices First of all, there were concerns…
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What’s Happening with the Economy?
For some time now, we have been seeing relatively high inflation and it doesn’t seem that it will disappear quickly. So today, we will be exploring what has been going on lately with oil, interest rates, and the economy and what the future has in store for us. So first of all, in most parts…
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Thoughts on Big Tech
Over the last six months, FAAMG (Facebook, Apple, Amazon,Microsoft, and Google) have been hit hard. On average, they aredown about 45% since the beginning of the year. In this post, I’ll take a closer look at the companies that have beenhit the hardest: Amazon, Meta Platforms, and Alphabet, to get aa better understanding of whether…
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The Big Reset
Lately, I have been diving deeper into what things are happening regarding inflation, monetary policy, wealth gaps, internal and external conflict, the big debt cycle, and the changing world orders. I think that we will experience a lot of changes within this decade that no living generation has ever experienced in their life – even…