Summary of the Published Articles - Jun. 2024

A guide to help you navigate through all the content!

Since this Substack began at the end of 2023, over 100 articles have been published. These include 26 in-depth stock analyses to better understand business models, potential opportunities, and associated risks. Additionally, there are 4 industry analyses, screeners, portfolio reports, and various posts about the stock markets.

To help you navigate all this content, I periodically publish this guide. It is also convenient for those not using the Substack app or website. To add even more value, I include a list of interesting resources.

Here is the summary of this article:

Portfolio reporting

• Monthly portfolio update - June 2024 here

• Monthly portfolio update - May 2024 here

• Last moves (buy/sell) - here, here

• My last big cap portfolio review - here

Stock deep dives

• US stocks: Adobe / Paypal / Fastenal / Arista / Eagle Materials / Palo Alto / Vertex / Visa / Waste Mgt / MSCI / Zoetis / ADP / ServiceNow

• French stocks: L'Oreal / LVMH / GTT / Hermes

• Danish stocks: Novo Nordisk

• Australian stocks: Pro Medicus

• Swedish stocks: Evolution / Paradox Int.

• Finnish stocks: Qt Group

• Swiss stocks: Nestlé

• Dutch stocks: ASML

• UK stocks: RELX

• Belgium stocks: Lotus Bakeries

Industry analyses

• Cosmetics

• Video games

• Electric vehicles

• Cybersecurity

Investing knowledge

• Investement: My Investment Method / How to Calculate Total Shareholder Return / 11 Mistales to Avoid

• Metrics and concepts: ROIC / Share Buybacks / Moat / Pick-and-Shovels

• Portfolios: Barron's 10 favorite stocks for 2024 / My 8 Favorite Stock Picks for 2024 / Bill Gates' Stock Portfolio / Kiplinger's 8 Stocks to Buy for 2024 / Portfolio of 3 Super Investors

• ETFs: Promising Themes

• News: Why I am not Buying NVidia Stock?

Series

• One-Pagers (all the links available at the end of each One Pager Thursday post): Last One Pager Thursday

• On the Hunt for Multibaggers: Episode 1

• Stock duel: Here for Estée Lauder vs L’Oreal / Here for Booking vs Airbnb / Here for Visa vs Mastercard / Here for Cadence vs Synopsys / Here for Coca-Cola vs Pepsico / Here for S&P Global vs Moody’s / Here for LVMH vs Hermes

Screeners and scoring

• Quality screeners: US / Europe / Watchlist

• Small caps: 145 small caps

• Indexes: Nasdaq / Dow Jones / CAC 40 / OMX Nordics / Nifty 50

• Themes: Great Metrics / Undervalued / Cannibal Stocks / ROIC and Growth

Useful resources

• Marketscreener for information and consensus (Zonebourse in French)

• Seeking Alpha (This is an affiliate link providing you 20% discount for your subscription)

• Redeye for information and analyses for the Nordic markets