Investment Gems

“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…

For the investors focused in the fundamentals, to rely in the financials statements of any company is routine. If they don’t rely on them, they can’t even have the possibility of putting in practice the financial analysis techniques that are at the core of the fundamental investor. But this is…

I’ve been working in financial markets for a couple of years now, and for me it is quite intriguing why so many brilliant people fail so hard in investing, or generally in understanding economic events. Charlie Munger, the right-arm of Warren Buffet, defends that there are lots of facts that contribute for…

I usually read lots of opinion articles from investment advisers in order to understand the consensus around the market. With some frequency you can read widespread myths and common beliefs that are simply rooted in the investment community collective mind. However this week I came across one article that draw my attention by the simply…

Since I’ve finished and launched the “European Jewels – Statoil Research” book, I’ve been committed with some consulting projects. This has taken a lot of my time. However, now that I’ve some time, I’ve been thinking about what to do next. I do have some doubts about which companies to analyze next, and although I have…

I’ve just read some interesting news. Pimco, the US based investment firm, is now buying Spanish Bank’s bonds. Pimco’s $2.9 billion exchange-traded fund boosted the proportion of its corporate-debt holdings by almost 8 percentage points in three weeks by adding notes of lenders from Spain’s Banco Santander SA (SAN) to Italy’s Intesa…

“When your heroes, turn to the enemy And there’s nothing left to hold When your heroes, give only apologies I won’t deny it leaves me cold” I’ve always been a huge fan of Slash’s solo projects, a couple of days ago I crossed in the way of one of his new songs…

I started this blog because I wanted to promote my ideas about the European stocks. In this blog I have regularly commented on the most significant developments in the financial markets and I have also gave examples of undervalued European companies. However, I believe that the current undervaluation of the stock market is not something exclusive…