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...

Alibaba Earnings - The Good and the Bad?!

Alibaba Earnings Update and Thoughts on Chinese Investments

Stock Pitch #1

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

Updates:

Portfolio Update - Huge ITM News!

Update on the Liberty Spinoff and Italmobiliare

Stock Pitch #2

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Analysis of a Potential Multi Bagger

Updates:

Liberty Global Q4 Earnings Update and Conference Call

Update on the Liberty Spinoff and Italmobiliare

January Deep Dive - Streaming Sector

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Streaming Sector Analysis - Who Will Win the Streaming War?

Stock Pitch #3

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Flow Traders - Potential Multi-Bagger with Hedging Ability

Updates:

Flow Traders Update - Delivering on Promises

Flow Earnings - What You Need to Know after -20%!

I just bought this Stock! And Update on Portfolio Company!

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February Deep Dive - Disney

Disney Analysis - Huge Turnaround or Massive Downfall?

Updates:

Is Disney Stock a Buy at 10-Year-Lows?

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Stock Pitch #4

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

Updates:

Dino Polska up 14% after Earnings - Analyzing the Q3 Report

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Research Article - Pinduoduo

Pinduoduo (PDD) - The Alibaba Killer!

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Stock Pitch #5

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?

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Stock Pitch #6

Stock Pitch: High-Quality SaaS business with Multibagger Potential and a Margin of Safety

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Stock Pitch #7

5-Min. Stock Pitch: AI Micro-Cap with +100% Growth Rates and 77% Margins

Updates:

Alarum Earnings Update - Insane Rollercoaster

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Stock Pitch #8

Stock Pitch #8 - Triple Digit Growth hidden by Legacy Businesses, Lots of Cash and High Insider Ownership

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Stock Pitch #9

Stock Pitch #9 - Price Explosion in the Pipeline?

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Stock Pitch #10

Stock Pitch #10 - Growing Market Leader at a Discount

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Stock Pitch #11

A Smoking Multibagger in the Cannabis Industry? - Stock Pitch #11

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Nike Analysis

Nike Stock Analysis - Who is Right? Bill Ackman or the Market?

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Stock Pitch #12

Mohnish Pabrai bets 45% on This Stock!

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Stock Pitch #13

🃏 Evolution Gaming - A Deep Dive and Investment Thesis