Otis Is A Long-Term Compounder (Analysis)
Otis is the world’s biggest elevator company. It manufactures and installs elevators, escalators and moving walkways. The name origins from the founder, Elisha Otis, who
Continue readingAnalysis and portfolios for rational investing
Otis is the world’s biggest elevator company. It manufactures and installs elevators, escalators and moving walkways. The name origins from the founder, Elisha Otis, who
Continue readingDespite its small size, Switzerland is home to many great businesses. The easiest way to get exposure to the Swiss market is, of course, to
Continue readingBerkshire Hathaway is big, mature, and its chairman is old (90 years). This leads many investors to look for companies that are similar to Berkshire
Continue readingConstellation Software’s CEO Mark Leonard is a bit of an eccentric character and CEO. Under his reign, the company has compounded at about 40% for
Continue readingThis very brief article looks at Olvi – a Finnish brewer and distiller. We expect a 7-10% return over the next decade. Olvi will not
Continue readingThe Nordic region is small, with only 28 million people, but nearly all the main investment possibilities are represented. The Nordic Juggernaut is Nasdaq Stockholm,
Continue readingA new research report called The Makings Of A MultiBagger has recently been frequently “retweeted” on Twitter. Three summer interns made the study at Alta Fox Capital
Continue readingIs it possible to get rich from stocks? If so, how can you do it? It’s possible, of course, to get rich from stocks, given
Continue readingRecently the short squeeze in Gamestop and some other stocks have attracted a lot of media attention. Of course, the action is sheer speculation and
Continue readingWe believe the Nordic region is a good place to invest. It’s safe and it scores well on ease of doing business, despite its reputation
Continue readingNo matter your time horizon or investment style, you should have an investment checklist. The bare minimum is a mental checklist, but preferably it should
Continue readingThe dividend has always been an important component of the investment culture in the UK. This is easily seen by looking at the companies’ websites
Continue readingFrance has many high-quality companies: Who have not heard of L’Oreal, LVMH, Schneider, or Sanofi? Both the CAC-40 and the CAC Mid-60 contain many high-quality
Continue readingThe Danish stock market is pretty fragmented and is not dominated by just a few sectors, like for example the Norwegian stock market. Denmark has
Continue readingGermany is home to many high-quality companies. Who has not heard of Adidas, Puma, Porsche, BMW, BASF, Siemens, or for example SAP? Germany is famous
Continue readingRichard Feynman once said that the first principle is that you must not fool yourself and you are the easiest person to fool. Most of
Continue readingTerry Smith, the CEO/CIO of Fundsmith, writes an interesting annual report that is well worth reading. He goes one step further than most money managers
Continue readingThe entire point of investing in dividend-paying stocks is to aim for an extra source of income that promises to increase with time. It has
Continue readingThe Norwegian stock market is historically dominated by oil, shipping, and fish farming. All sectors could be labeled as cyclical, perhaps fish farming is an
Continue readingIn economic terms, a portfolio is a set or collection of a person’s financial investments such as bonds, cash, stock, commodities, exchange traded funds (ETFs),
Continue readingBoston Omaha has many similarities to Berkshire Hathaway and is often labeled a Baby/Mini-Berkshire. Many have tried to become the next Berkshire, most have failed.
Continue readingA typical question among investors is: Is it possible to live off dividends? If yes, how much do I need to invest to live off
Continue readingStock splits are touted as good by the mainstream investment community. Nevertheless, Warren Buffet has said that stock splits are meaningless and refused to split
Continue readingIt’s weird how a little tick on a notepad, or even just in your head, can give you assurance and better results without even increasing
Continue readingThe Nordics, also known as the Nordic countries, include the sovereign states of Denmark, Norway, Sweden, Finland, and Iceland. As combined, Nordic Countries, known for
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