Price Earnings Valuation – Why it’s not good to use as isolated valuation approach Price earnings ratio (P/E) is a commonly used valuation metric. It is very simple to calculate and easily understood. Therefore, it is helpful to identify potential
Following my recent post about Fresenius. I went deeper into their financials trying to understand why the share price dropped over the last years. In 2017 they acquired a Spanish hospital group (Grupo Hospitalario Quirónsalud) which increased Fresenius’s debt by
The Berentzen Group is a beverages company based in Germany. Segments are Spirits, Non-Alcoholic Beverages and Fresh Juice Systems. They develop, produce and market beverages from spirits to mineral waters and soft drinks and fruit presses for fresh-pressed orange juice.
This is just a brief follow up on my ADM post a few years ago. With time and additional purchases, it grew to one of my largest positions and therefore I think it’s about time to review the position again.
Business model: Healthcare group, provides products and services for dialysis, hospitals, and outpatient medical care worldwide. The company operates through four segments: Fresenius Medical Care, Fresenius Kabi, Fresenius Helios, and Fresenius Vamed. Current price €36 (19.2.21) PE: 12 (2020); 8.9e
I decided to purchase another stock during the last week’s downturn which I constantly had on my watchlist: Archer Daniels Midland Company (ADM). I had purchased some shares during the great depression in 2008 or 2009 because I liked their low
Wow! What an exciting start into 2016. Falling indices and high volatility. The Dow Jones is down 6%, S&P – 5.97%, Nasdaq – 7.84%, DAX -8.83%, Nikkei -9.42% and Shanghai -15.02%. Many commodities also dropped with oil down nearly 20%
2016 has just started. Time to look ahead. I’m not trying to forecast or predict any market movements but in my opinion there are a couple of markets and sectors which are very depressed and most likely undervalued. Baron Rothschild
I found an interesting course about value investing on youtube. Below is the link to lesson 1 covering the following topics: Understand the difference between value trading and value investing. Understand the difference between an asset and a liability. Who
My second post is dedicated to the most famous company within the value investor scene: Berkshire Hathaway (BRK.A and BRK.B). The company is run by the successful value investor Warren Buffett together with his genius partner Charlie Munger. I’m a