Investment Gems

Since 2012, I’ve been working on a collection of small books (40 pages each) focused in analyzing currently undervalued companies. The intention behind these books is to provide equity investment research with a higher level of quality, specifically adding a strategy component that usually is out of the mainstream research.…

The gold price took a down slide in the past few weeks. For some people, gold is the only valid refuge for market turbulence. Those people advocate a flight from bonds and stocks to gold in order to avoid losses. Unfortunately the myth that gold is an effective protection against inflation might…

In 2008, after the huge quantitative easing, many economists have suggested that the US would soon experience Weimar Republic-like inflation. Critics argued that the pouring of trillions of dollars would with no doubt result in hyper inflation. However reality brought us a different result. Although the Fed’s Balance sheet has quadrupled since…

Today Oil & Gas sector is broadly considered one of the most attractive sectors to invest. I always have a critical view about mass consensus. Usually mass accepted conventions tend to be wrong. However in the case of the Oil & Gas, I am not so pessimist. The reason is simple: Peak…

Many changes are happening. In the US, the economy is recovering. In Venezuela Chavez opened the doors to change. In the Vatican the Pope is mesmerizing the people with his kindness and humility. Japan is preparing a bold plan to take its economy out of the jaws of deflation and…

What is happening to Apple? For so many people and for so long considered the absolute dear of the stock market, Apple is now tasting the bitter side of the Wall Street culture. Unable to keep the fast pace of the last 5 years, the company is being severely punished.…

Data released on Wednesday  showed the biggest annual decline in a decade. Economic conditions are worsening with increased austerity and increasing unemployment. Only South Korean producers have been able to expand sales through an aggressive effort in Europe. Car makers like Peugeot, Renault, Ford and Honda have announced job cuts This…

“Suddenly, it has become easy to see how the euro — that grand, flawed experiment in monetary union without political union — could come apart at the seams,” Krugman wrote in the beginning of 2012. He wasn’t the only one to predict the European Apocalypse. In “European Jewels: Santander Bank”…

David Packard and William Hewlett legacy is at risk. The Company famously founded in a Palo Alto garage in 1939 is in deep trouble. Its PC division is losing grip in the marketplace at an overwhelming pace and sales from its IT services, enterprise hardware, and printing operations are also…

In this post I want to show you how the 3rd volume of the European Jewels Collection is being prepared, and how we work the available information in order to maximize the potential returns from our financial investments. I have been analyzing information regarding the next volume of the European Jewels…