Author Archives: memyselfandi007

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Ever wondered why Netflix streams better then others on your Device ? OpenConnect may be the answer.

Short writeup on the GoreStreet Energy Storage Fund

A very good artice on how the current “meme markets” are functioning

Swen Lorenz likes Petershill partners, the IPO/spin-off from Goldman Sachs

Part 4 of an interesting deep dive into Sea Ltd, a South East Asian Tech conglomerate

Doordash’s deck to justify the Wolt acquisition (My take: very thin…)

Stratechery on Unity and the attraction of “faceless platforms”

All Swiss Stocks part 17 – Nr. 180-190

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No bonus this time, only 10 Stocks in this post. Spoiler: none of the 10 stocks went onto the watch list.

Another interesting story that caught my attention is this one: The Swiss Exchange finally opens up to SPAC listings. It’s about time to catch the last wave of this hype. The Swiss seem to be unhappy with the large share of (expensive) quality companies listed right now.

181. Valiant AG

Valiant is a 1,4 bn CHF market cap Bank Holding company. As with all other Swiss banks, the company seems to stagnate since a long time. “pass”.

182. Galenica AG

Galenica is a 3,4 bn CHF market cap company that calls itself the “leading Swiss Healthcae Platform”. The company IPOes in april 2017 and has performed decently since then:

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“NegatIve Visualisation” is an interesting exercise for any investor

Roger Lowenstein on US Inflation

A very interesting HBR long read on how NFTs can create Value

Scientists have discovered on how to turn Ammonia into electricity without toxic by products

Some interesting notes on Assytem from France

This week, General Electric, Johnson & Johnson and Toshiba announced to split themselves into smaller entities

Prof. Damodaran with a valuation update on Tesla

All Swiss Stocks Part 16 – Nr. 166-180

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As last time, I throw in an extre 5 stocks at no extra cost for my readers (2 candidates to watch) !!! To make it an even more compelling offer, I add this link which explains how German investors can mitigate the 35% withholding tax for Swiss dividends.

166. Walliser Kantonalbank AG

Walliser is one of the many regional banks with a market cap3 of ~1,6 bn CHF. As the other Kantonalbanken, the have a decent dividend (~3,3%) but the stock price is flatlining for many years. “Pass”.

167. Valora AG

Valora is a 775 mn CHF market cap company that is active in food and convenience retailing. If I understand it correctly, they run both, own outlets as well as franchises and have a certain focus on bakery products. 75% of sales are done in Switzerland.

The long term share price looks extremely uninspiring:

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An interesting deep dive into the upcoming “no revenue” IPO Rivian

Great insights how the guy behind “stock spin-off investing” achieved more then 100K in annual revenue from his newsletter

Is this the real reason why Eon Musk wants to sell Tesla shares ?

A great (German Language) post from Verus on long term stock ownership (Hypoport, Pandora, SNP)

Good long read on famous investor Bill Miller

The recent blunder at Zillow shows that AI can do many things but not trading houses (yet)

Hayden Capital’s massive write-up on Coinbase

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Interesting collection of Asian Stock ideas “borrowed” from fund letters

Food for thought: Morgan Housel on external vs. internal Benchmarks

Swen Lorenz on Naked Wines after the Hedge Fund Pitch

John Hempton (Bronte Capital) September letter to investors

Interesting stock picking/investment process from Junto (h/t S4V)

John Kingham with a deep dive into Next Plc

A good pitch for Booking.com as travel recovery play

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Nice write-up on Willis Towers Watson Plc from Value Situations

Money like never before keeps flowing into Venture Capital

A comprehensive overview of risks and opportunities in the food delivery space from McK

Searching4value had a closer look into MO-BRUK, a Polish Waste Management company

An interesting look into Robertet, a true “hidden Champion” from France

Ruffer with a very bleak outlook on markets going forward

Excellent deep dive into GLG and the business model of Expert Networks

All Swiss Shares Part 16 – Nr. 151-165

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This time I spared no expenses and threw in another 5 randomly selected Swiss stocks to make it 15 “for free”. Among the 15, there is one stock that I already own and one that i find worth watching.

151. Helvetia Holding

Helvetia is “yet another” Swiss insurance company valued at 5,6 bn CHF.  As with Baloise, the long term chart doesn’t look very interesting:

Helvetia

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All Swiss Shares Part 15 – Nr. 141-150

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Moving forward with another 10 almost randomly selected Swiss stocks. This time, only one stock looked interesting but in that case so interesting that I initiated a 1% starter position.

141. ASMALLWORLD AG

ASMALLWORLD is a 36.4 mn CHF market cap company that was IPOed in 2018 at 9,75 CHF per share, climbed to over 20 CHF and then dropped big time even pre Covid. According to their web site their are some sort of travel community, whatever that means. Life is too short and there is a big world full of more interesting stocks. “Pass”.

142. Schaffner AG

Schaffner is a 176 mn CHF small cap that seems to be active as a specialist automobile supplier and produces components for electrical systems. A third division active in “Power Magnetics” was just sold to Swedish AQ Group, a company that I covered several years ago.

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