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
First of all thank you for taking your time reading my notes. The reason why I’m setting up this blog is to share my ideas and interact with people who have the same interests about investing. My focus will be