English+Spanish+A bit of other languages ideas.
Quick Xmas present for everyone.
These are write ups that I found attractive at the crossroad between growth and value and that I shared during my monthly recaps to premium subscribers in the past year.
The ones not in English can easily be translated by your browser (Chrome does it).
I will now be sending these quarterly to regular subscribers.
But first, I also launched a discord for non US stocks here, trying to regroup the fintwit people from different languages there. I think its a nice tool and a platform for small writers. Other people can also share links, I will not own it as a personal marketing tool. Let’s see if it works. So Join if you like!!
This thesis is compelling to me and I got myself a few shares for a tracking position. I like the valuation based on 2019 earnings and the fact that the company has recovered revenues.
I was holding shares but I am a dividend lover so at some point I exited for portfolio balance reasons. I still like it
I like this “compounder” due to the low price, the distribution network and the accretive acquisitions. I hold some shares and I will be willing to top up this tracking position in the future if all goes well.
Interesting model but I am not sure about capital raises and complex financial methods.
Excellent focus by the Spanish bloggers on quality value these days.
Newlat is very cheap, very defensive and has excellent plans and managements so I hold shares.
No write up made the cut and the production is quite low in write ups in France at the moment.
I saw Comments that Holding company Peugeot Invest, which owns a stake in Stellantis and private equity, is at a large discount to Nav.
And I saw Comments that also Aroundtown, a German Office+Resitential reit, is very cheap.
I do own Ambra shares. I think its a good value proposition and I wrote it up previously. This year the company is under pressure for margin. In such good businesses “under pressure” means stagnating earnings so the downside is limited.
Sorry if I missed your write up or if it did not fit my style.
My monthly recaps also show my movements and stock watchlist, on top of the links.
In other news I subscribed to a premium Spanish Substack because it’s focused on IT services industries hidden champions and this is an industry I want to learn about.
Talking about premium.. let me remind you that the premium version has all my movements, exclusive write ups and there is a free trial if you want to join.
Also, please share my newsletter if you liked!
Thanks, don’t forget the discord https://discord.com/invite/TN6qpDF3