Company Research - All my Deep Dives and Research Articles

October Deep Dive - Visa

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Visa Deep Dive & Valuation – Can this Giant continue its Outperformance?

November Deep Dive - Alibaba

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Alibaba Valuation and China Deep Dive

Updates:

Alibaba Update - $25b Buyback, but a long way to go...

December Deep Dive - Italmobiliare

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Italmobiliare Deep Dive - 50% Discount for Multiple High-Quality Companies?

Updates:

Portfolio Update - Huge ITM News!

Research Article (Portfolio Company) - Liberty Global

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Analysis of a Potential Multi Bagger

Updates:

Liberty Global Q4 Earnings Update and Conference Call

January Deep Dive - Streaming Sector

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Streaming Sector Analysis - Who Will Win the Streaming War?

Research Article (Portfolio Company) - Flow Traders

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Flow Traders - Potential Multi-Bagger with Hedging Ability

Updates:

Flow Traders Update - Delivering on Promises

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February Deep Dive - Disney

Disney Analysis - Huge Turnaround or Massive Downfall?

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March Deep Dive - Dino Polska

Deep Dive Dino Polska - Quality Compounding at 45% per Year

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Research Article - Pinduoduo

Pinduoduo (PDD) - The Alibaba Killer!

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Research Article (Potential Portfolio Company) - Lindbergh

Micro-Cap Compounder dominating its Niche with unique Technology- Part 1

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April Deep Dive - Adobe

Adobe Deep Dive - Is the Creative SaaS Giant finally a Buy?