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Alibaba Earnings Update and Thoughts on Chinese Investments
Alibaba stock has decreased significantly (~27%) since its rally in October.
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Daniel
Update on the Liberty Spinoff and Italmobiliare
Today we discuss the finalization of the Sunrise Spinoff and Italmobiliare's Q3 earnings Report!
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Daniel
Dino Polska up 14% after Earnings - Analyzing the Q3 Report
Dino Polska released its Q3 earnings on Thursday after the market closed, and the stock jumped over 14% in reaction.
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Daniel
I just bought this Stock! And Update on Portfolio Company!
A couple of Updates on my Portfolio. I bought a new stock and analyze the results of one of my largest holdings!
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Daniel
Why You Don’t Need to Be a Contrarian
Today, we discuss the myth that all great investments have to be contrarian bets. Is that really so or is there a better way?
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Daniel

October 2024

A Smoking Multibagger in the Cannabis Industry? - Stock Pitch #11
I‘ve spent the last weeks mostly researching companies in two sectors: cannabis and online education.
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Daniel
Measuring Performance - How to Choose the Right Benchmark
The main goal for most investors is to outperform the market. But what exactly is the market? And is beating the market even the right goal? That's what…
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Daniel
YTD Performance and my Current Holdings
I don’t discuss my portfolio performance too often.
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Daniel
The Top 10 Most Recommended Books by World-Class Investors
One of the best places to look for new investing opportunities is beaten-down industries.
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Daniel
3 Investing Truths that took me Years to Learn
Investing is a process of lifelong learning. Today, I want to share three misconceptions I held throughout my investing journey and how I think about…
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Daniel

September 2024

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