US Bancorp (USB) – 10% Compounder
Investment Thesis U.S. Bancorp (USB) is the fifth-largest commercial bank in the United States,...
Read More
Category: Learning – 2017 – June
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...
Read More
Facebook (FB) – Post-crash Contemplations
Investment Thesis Facebook suffered 20% crash following Q2’18 disappointing revenue and...
Read More
American Airlines – Reason for Optimism
Investment Thesis American Airlines is one of the largest US domestic carriers. Formed after the...
Read More
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...
Read More
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...
Read More
Shire (SHP.L) – Rare Disease Specialist & Fat Pitch Candidate
Investment Thesis We’re appraising biopharma and rare disease specialist company, Shire, whose...
Read More
Alphabet (GOOGL) – Investment Thesis
Investment Thesis GOOG remains top large cap technology pick with number of growth opportunities....
Read More
Falling Stars Stocks – July 2017
Falling Stars Stocks July 2017 We examine 3 stocks that have previously been high-fliers but have...
Read More
Imperial Brands (IMB.L) – Cheapest Name Amongst International Tobacco Companies
Investment Thesis Imperial Brand’s strategy centers of maximizing cash returns to shareholders...
Read More
British Dividend Aristocrats – July 2017
British Dividend Aristocrats July 2017 Edition With interest rates at record lows in Europe and...
Read More
Europe’s Best Ideas – July 2017
Europe Best Ideas July 2017 Edition In this months Fat Pitches newsletter, we’re examining...
Read More
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
Latest
Australia Wrong to Fight With Google
Australian Misadventures I’m a believer that mixing investing with politics doesn’t...
