
S&P 500 Intrinsic Value Calculation
Knowing the intrinsic value of the S&P 500 helps in determining the return and the risk - then you can see whether it fits your portfolio. Want to know more about what I do? https://goo.gl/MQG2k5 F...
26 Mar 202510min

Margin Of Safety - 10 Tools To Estimate A Margin of Safety
Margin of safety are the 3 key worlds when it comes to value investing. However, the same 3 words are usually also the most overlooked words when it comes to investing. The thing is that when a margin...
26 Mar 202522min

Tariffs To Divert Attention From Debt & Deficits
Tariffs will have both negative and positive effects and there is always a difference between short-term and long-term consequences. For investors, this too shall pass... Want to know more about what...
26 Mar 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...
10 Mar 20256min

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...
10 Mar 20255min

JDE Peets Stock (AMS: JDEP) International Deep Value with 4.5% Yield
JDE Peets stock with the price to free cash flow of 10, and a good dividend yield plus the growth of the coffee sector can be called an international deep value stock. here is the analysis of JDE Peet...
10 Mar 202511min

Danaos - A story about investing in shipping stocks!
Danaos stock analysis but also a perspective on the risks and rewards of investing in shipping stocks. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market an...
20 Feb 20257min

Does Value Investing Make Sense Anymore
Does it make sense to value invest at all when stocks only go up? The market seems to defy gravity and stocks keep going up giving returns above 10% per year for the last 15 years. It seems there is n...
9 Feb 202510min





















