US Bancorp (USB) – 10% Compounder
Investment Thesis U.S. Bancorp (USB) is the fifth-largest commercial bank in the United States,...
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Category: Portfolio Holdings
Bank of New York Mellon (BK) – The Biggest Custodian in the World
Investment Thesis When it comes to investing, learning is earning, and knowledge is power. With...
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Facebook (FB) – Post-crash Contemplations
Investment Thesis Facebook suffered 20% crash following Q2’18 disappointing revenue and...
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American Airlines – Reason for Optimism
Investment Thesis American Airlines is one of the largest US domestic carriers. Formed after the...
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Equifax (EFX) – After the Hack Stock Falls 20%, How Low is Low Enough?
Equifax in the News – Biggest Cyberhack, 20% Stock Price Drop Following the news release...
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Advance Auto Parts (AAP) – 50% Decliner, Fat Pitch or Not?
Introduction Advanced Auto Parts (AAP) is one of the largest auto repair parts supplier in the US...
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Shire (SHP.L) – Rare Disease Specialist & Fat Pitch Candidate
Investment Thesis We’re appraising biopharma and rare disease specialist company, Shire, whose...
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Alphabet (GOOGL) – Investment Thesis
Investment Thesis GOOG remains top large cap technology pick with number of growth opportunities....
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Falling Stars Stocks – July 2017
Falling Stars Stocks July 2017 We examine 3 stocks that have previously been high-fliers but have...
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Imperial Brands (IMB.L) – Cheapest Name Amongst International Tobacco Companies
Investment Thesis Imperial Brand’s strategy centers of maximizing cash returns to shareholders...
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British Dividend Aristocrats – July 2017
British Dividend Aristocrats July 2017 Edition With interest rates at record lows in Europe and...
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Europe’s Best Ideas – July 2017
Europe Best Ideas July 2017 Edition In this months Fat Pitches newsletter, we’re examining...
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Learning
Latest
I’m Looking For One Good Idea a Year
The Idea Warren Buffet preaches that he could: “Improve your ultimate financial welfare by...
Notes
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Australia Wrong to Fight With Google
Australian Misadventures I’m a believer that mixing investing with politics doesn’t...
