Investment Gems

Currently, Santander (NYSE:SAN) has been perceived as another Southern European bank. However, Santander is the biggest Euro zone bank, in terms of market capitalization, with presence in several high profile markets like: UK, USA, Brazil, Mexico, Germany, among others. Graph 1 – Santander Profit Distribution (Source: Santander strategy presentation) Looking to the Graph…

I will now initiate a stock picks postage in the blog. For instance the Top Picks I are my current selection of stocks. In the future, I may post a Top Picks II, which will be an update to the Top Picks I. In each post, I may also add…

Part 2 – Where do we go now? 1-Understand the business model My view is that the success in stock investing will always be dependent on the success of the underlying business. So first of all an investor must become an expert in understanding business models. Only if you have…

Part 1 – The heritage 1-The value path I started my quest for the investor’s Holy Grail (i.e. beating the market) by looking to the value master: Benjamin Graham. What did I learn from Mr. Graham? Most of all, I learned the distinction between price and value. Putting it in…

Prologue In the semiconductors industry we are frequently watching old known producers facing increasing pressure. This is very recurrent, mainly, due to the characteristics inherent to the industry. The fact that the industry does not demand a prohibitive amount of capital for entry purposes makes it very attractive for newcomers.…

It is time to properly introduce my latest book release entitled “Who wants to be a pensioner?” When I wrote this book, I had in mind the individuals curious about the stock market, with potential interest in investing. The main idea, behind the book, is that an investor might be…

Ireland just emitted €3,75 Billion of brand new 10 years Debt at 3.6%. In my opinion this is a big success, which will spill over to Greece and Portugal, therefore, symbolically ending the Euro debt crisis. Sooner or later, this will have a positive impact in the valuations of several European…

Introduction I see tremendous value in the Santander Bank stock. My view is that the banking related assets, in the Eurozone, are depressed and a few well chosen banks could be worth a lot more in the future. Usually, banks are overpriced stocks that offer limited potential returns during normal…

In the 20th of December I launched my new book: “Who wants to be a pensioner?” I wrote this book for individuals who want to have a portfolio of stocks that might work as a backup plan to their main pension plan. You can find it here: United States United…