CNH Industrial Stock Analysis - Deep Dive NYSE: CNH
CNH Industrial deep dive stock analysis NYSE:CNH. Strongly related to the food cycle it is important to understand how the cycle impacts CNH industry, when to buy, how to buy, how much and what is the...
31 Maalis 202527min
Goldilocks Market or Crash in 2025? (inflation, rates, GDP, debt)
The goldilocks market and economy can continue in 2025, but those can also crash badly. We discuss the the fundamentals, the drivers of the economy and the market and what it means for investors. Wan...
31 Maalis 202518min
Value Investors Miss On Upside by Focusing on Dividends and Intrinsic Value
The market is all about stocks going up, while value investing is about dividends, inflation and hopefully business quality at a fair price. Most comments and market participants just want stocks to g...
31 Maalis 20258min
Interest Rates - What If Lower Is Not Possible Anymore
Financial asset bubbles start and end with interest rates. Everybody wants lower interest rates but at some point in time, the credit bubble will pop, artificial rates will go, and things will revert....
28 Maalis 202514min
Portfolio Allocation - 3 Stocks I Own Example (Diversify Or Not To Diversify)
How much of your portfolio to allocate to a stock is a common question I get. Here is how I approach things when it comes to my portfolios, research platform and investing. Want to know more about wh...
28 Maalis 20259min
How Risky is Google's $75 Billion 2025 Capex?
Google released great earnings with great growth of 14% but the market was surprised by the huge increase in capital expenditures. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time...
28 Maalis 20257min
Research Platform: Join As Yearly Earnings Come In (Theses Rewrites)
It is a great time to join my research platform as yearly earnings come in and I rewrite the investment theses for the covered stocks for 2025. Want to know more about what I do? https://goo.gl/MQG2...
26 Maalis 20255min
Hershey Stock Analysis - Too Much Love For Chocolate...
Hershey HSY stock analysis for 2025 - HSY stock is down 50% from its peak 2 years ago which might have been a bit too much exuberance related to future growth. Things look better now, normalized but s...
26 Maalis 20255min
