This post aims at showing you how you can perform a simple financial evaluation of an investment possibility to decide if it may or may not be a suitable opportunity. This is not a full analysis, it is just a financial analysis, that does not take into account the company strategy or other intangibles. The… Read More Why Did the Facebook IPO Failed so Hard?

So welcome to the new lay-out of European Jewels blog, I think the change was for the best, but let me now if you disagree. Nothing was lost, all the previous posts are still available. Quick comments about the Draghi’s remarks about doing everything to save the EUR: i) It is pretty obvious that the… Read More The New Lay-Out and the ECB Nonsense

Germany is under fire from the rating agencies. I had outlined this in a previous post,  the dangers of the German sovereign debt and how it isn’t a safe haven anymore. Europe is going for self destruction, and it does not seem to acknowledge that fact. It is sad to see the EU authorities not taking the right… Read More Germany Under Fire

There is not much going on in Portugal right now, except maybe the fact that the country does not have money, and one FMI team has been around for one a whole year counting pennies and cutting flesh (by flesh I mean tax payers). So lots of companies are closing doors as the banks keep… Read More The Portuguese Jewel

Warren Buffet, billionaire and chairman of Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) shared his views about different issues affecting the economy and the financial world. I am always eager to hear what Warren has to say, seldom I allow myself to be against one of his views, not that I don’t have strong views, it’s just that his track… Read More Thus Spake The Super Guru

One of the most dazzling economic phenomena is the “creative destruction” identified by Joseph Schumpeter, that describes the way in which the capitalist economic development arises out of the destruction of some prior economic order. I immediately remembered this when I read about Jolla. Nokia has been paying 25,000 € to every employee that leaves the company… Read More Creative Destruction

So last week was marked by substantial polemics regarding the Libor interest rate manipulation. For me this is a non event. Everyone knows that now and then there will be market manipulations, we also know that those manipulations cannot hold forever and it is a good sign when they became public. It means that the… Read More Chinese Landing

Santander’s value is starting to be recognize. Even across the Atlantic, many analysts are starting to perceive great value in Santander. Santander is well positioned to grow within Spain when the economy recovers (yes, this is longer term) and will continue to grow in the rest of its higher-growth markets in the interim. I believe the… Read More Santander is a Value Stock for US Analysts

Without big news to digest, I am currently working on the next volume of European Jewels. So here it is a little appetizer for you: In this volume I will try to get a company that allows you to offset partially the risk of Santander Bank investment recommended in European Jewels Vol. 1. I will do that by using companies… Read More European Jewels Vol. 2 in the Making