Some thoughts on companies mentioned earlier.

After staying away for a while, I was encouraged by my friend (EmergingValue) to provide an update. Sorry for being absent for so long but life has been busy and markets were full of uncertainty – not that we have

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Fresenius SE – Update 30.04.2021

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

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