Summary of the Published Articles - Feb. 2024
So you can navigate through all the content!
Sometimes it is hard to find your way around all the content available. So from time to time, I'm going to do an article to help you navigate easily through all the content. This will also be an opportunity for me to talk about other newsletters and articles I find interesting.
Company deep dives
Understanding companies and business models is one of the key success factors in investing.
LVMH, how it dominates the luxury world here
Novo Nordisk, miracle drug creator here
Arista Networks, leader in cloud computing here
Adobe, the digital marketing expert here
L’Oreal, the leader of beauty here
Paypal, a payment giant with feet of clay here
Fastenal, a very profitable boring business here
Eagle Materials, concret profits here
Palo Alto Networks, the leader of cybersecurity here
From other newsletters
Copart, from Junk to Gold here by Heavy Moat Investments
Stemmer Imaging, an industrial German small cap here by Heavy Moat Investments
Sector analysis
Investing knowledge
From other newsletters
Another explanation on ROIC here by The Value Investor
One pagers
Stock screeners, ratings and investment ideas
US quality stocks here
Europe quality stocks here
27 stocks with high ROIC and growth here
Big cap watchlist here
Small cap watchlist here
Index screening and rating Indian Nifty 50 OMX Nordic 40 French CAC 40