Greetings! The purpose of this substack is to research publicly traded companies and share my findings. I conduct this research for my own personal portfolio. In addition to company write-up’s, this substack also tracks my personal portfolio.
My investment approach is simple but not easy: Research companies and determine whether they’re ‘wonderful’ firms worthy of being held for a long period…
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Key Statistics EV/EBIT = 26.37x ROE = 29.72% Debt/Equity = 79% FCF Yield = 2.32% Dividend Yield = 1.24% Market Cap = $31.87 billion The Company…
Key Statistics EV/EBIT = 14.84x ROE = 69.84% Debt/Equity = 116% FCF Yield = 3.03% Dividend Yield = 1.2% Market Capitalization = $29.06 billion The…
Key Statistics EV/EBIT = 26.25x ROE = 44.5% Debt/Equity = 145% FCF Yield = 1.81% Dividend Yield = 1.04% Market Capitalization = $68.87 billion The…
Performance I closed 2022 down 13.52% in the active account tracked on this substack. Global stocks, as measured by the VT ETF, ended the year down…
Disclosure: I am long
Key Statistics EV/EBIT = 22.72x ROE = 17.89% Debt/Equity = 40% FCF Yield = 2.04% Dividend Yield = 1.02% Market Capitalization = $112.97 billion The…
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Security Analysis