A Curated Collection of My Best Articles

Empowering you navigate the markets

Since launching this newsletter a year and a half ago, my goal has remained the same: to empower you to navigate the markets, understand companies & business models, share exclusive analyses, uncover hidden gems, and elevate your performance.

I want to take a moment to thank all of you for your incredible support, as the newsletter is now read by more than 15,000 investors. Your continued encouragement and the messages I receive truly mean a lot. Thank you!

In the past 18 months, I have published almost 300 articles. That is a lot to sort through, so this piece will help you easily find the most important ones. Let’s dive in!

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I would love to hear your suggestions! Let me know in the comments what articles or topics you would like to see featured in this newsletter!

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How to invest in the markets

I published a lot of articles to explain the method I use to invest in the markets. Here is the main one

My 8-Step Investment Framework

Other articles help to go further:

• I like to calculate potential total shareholder return (TSR) and explained how in this article

• Understanding when it is a good time to sell a stock is of course a must-read

• Time in the market vs timing the market (but don’t buy at any price!)

How to analyze stocks

There is a lot to say about elements to analyze stocks and business models:

• What is moat and why I prefer expanding moat

• A basic: what is the PE ratio

• The importance of ROIC

• What are share buybacks and why I like them

• What are pick-and-shovel stocks

• The learning curve helps understand why leaders tend to outperform

• Why increasing margin is extremely important

• Learn how to identify promising early-stage companies and avoid costly mistakes

Market psychology and cycles

Psychology is very important to navigate the markets:

• Bear markets are hard so I created this guide

• I pointed 11 mistakes to avoid in this article

• The business cycles are something to understand

• The bubble cycle is extremely important and common and I explained it in this article using Paypal as an example

Deep dives

I wrote almost more than 50 deep dives to explain business models, opportunities, risks, valuation and key stakes of compelling stocks (not exhaustive)

US stocks

Uber / Harrow / Amazon / S&P Global / Shift4 Payments / Cadence / Salesforce / Alphabet / Halozyme / Microsoft / Servicenow / Automatic Data Processing / Zoetis / MSCI / Waste Management / Visa / Vertex / Palo Alto / Arista / Paypal / Adobe

French stocks

Vusiongroup / Robertet / Schneider Electric / Hermes / GTT / LVMH / L'Oreal

Swedish stocks

Paxman / Senzime / Bonesupport / Micro Systemation / RVRC / Paradox Interactive / Evolution

Norwegian stocks

Smartcraft / Integrated Wind Solutions

UK stocks

GlobalData / RELX

Swiss stocks

On Holding / Nestle

Australian stocks

Tasmea / Mader / Pro Medicus

Other countries

ASML / Qt Group / Novo Nordisk / Lotus Bakeries / Inpost / MDA Space / Mercadolibre

Industry analysis

I also analyze different industries and the major companies in them (not exhaustive list):

• Cybersecurity

• Silver economy (focusing on aging population)

• Semiconductor machines (KLA Corporation / Applied Materials / ASML / Lam Research)

• Electric vehicles

• Video games

• Cosmetics

• Uranium

• Supply Chain Software

Screeners and new stock ideas

I regularly publish screeners and articles to identify new stock ideas, buy zones, etc. Here are some examples:

• US Quality Screener

• Europe Quality Screener

• Buy zones and Watchlists

• 9 Under-the-Radar Stocks Poised for 25%+ Annual EPS Growth

• And of course my portfolio

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