Summary of the Published Articles - Mar. 2024
So you can navigate through all the content!
Sometimes it is hard to find your way around all the content available.
In this article, you will find all the main published articles. I will also add interesting articles I found on the internet.
If you like this content, like, share and restack! It really helps a lot!
Portfolio reporting
Company deep dives
Understanding companies and business models is one of the key success factors in investing.
Visa, quality compounder by nature here
Evolution AB, the house always win here
Vertex, a revolution in acute pain here
Pro Medicus, when software meets healthcare here
Palo Alto Networks, the cybersecurity leader here
LVMH, how it dominates the luxury world here
Eagle Materials, concrete profits 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
Sector analysis
The next analysis will be on the cybersecurity sector!
Investing knowledge
11 mistakes to avoid when investing for the long-term here
Investing in promising themes with ETFs here
The crucial role of ROIC in stock performance here
My investment method here
One pagers
Week 11 recap here
Week 10 recap here
Week 9 recap here
Week 8 recap here
Week 7 recap here
3 one pagers for 3 HCM software companies here
Stock duels
Coca-Cola vs Pepsico here
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 Nasdaq Dow Jones
Love these consolidated postings