Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life
Richer Wiser Happier summary
Henkel AG & Co KGaA – A quality company at a discount
Henkel is a German chemical company. It’s segmented into two business units: Consumer goods and adhesive technology with both generating approximately 50% of the companies revenue. Their portfolio consists of well-known brands: Persil, Loctite, Fa, Pritt, Dial, Purex, Schwarzkopf, SYOSS
WashTec AG
Worlds leading provider of solutions for all aspects in vehicle washing. Represented in 80 countries. Their segments are products/machinery, services and chemicals. Chemicals is the smallest segment contributing around 12% of revenue. I think below picture explains what they are
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
Sold Archer Daniels Midland Co.
Sold ADM and increased China mobile.
Portfolio Goal for this year
I’m trying to transition my portfolios from very diversified to concentrated portfolios. I have three portfolios: Dividend stocks (generating stable cash flow). Value and special situation focused. Some funds (offering diversity or allowing me macro investments in markets/industries I have
Sold TAG Immobilien – Increased Asseco Poland
TAG Immobilien has been a long-term holding in my portfolio and the dividend received over the years returned more than the initial investment. It’s not easy to say goodbye to a multibagger but I started reducing my position last year
Asseco Poland S.A. – Attractive valued Tech-Company
Today I’m writing about a company which I saw on my friends (emergingvalue.wixsite.com) watchlist. I recognised the name because adesso SE recently announced a cooperation with Asseco. So, there were two compelling factors – my friends EM knowledge and value
Berentzen-Group update – H1 2021
Berentzen published their H1 2021 report and it’s time to have a look how the company is managing the pandemic. (To learn more about the company please check my previous post or the companies website.) We can see that revenue
Eckert & Ziegler AG
Eckert & Ziegler Group is one of the world’s largest providers of isotope technology for medical, scientific and industrial use. The core businesses of the Group are cancer therapy, industrial radiometry and nuclear-medical imaging. The two business segments are: Medical
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