Just a place to write
This video: https://www.youtube.com/watch?v=d3cRr318ve4, is the annual shareholder meeting of Fundsmith. Apart of presenting the results of the year, they review a set of economic fundamentals and behaviors that are communicated in a very didactic way. Basic strategy principles The investment strategy has three pillars that are summed up by the acronym ODD: Only invest in … Read more
I found this web that publishes different data related to the oil production and their derivates. https://www.jodidata.org/oil/ You can download the data and prepare more detailed reports, or you can use the graph chart available to draw simple charts.
This is the Benefit per stock from 2007 till 2017 of the main utilities companies from Spain. This reinforces my bet on Red Electrica and Enagas.
You go through a procurement process and you buy licenses for the whole corporation to enable it to use the services/products linked to it. After a while you figure out how much of these licenses you are using in reality: How many people is really using it? How many new joiners are accessing to it? … Read more
This is a list of events and potential actions I didn’t take, and that I want to remember: Event: Trump won the USA election Action not taken: Buy Goldman Sachs stock. Result in 3 months: stock from 185$ to 250$. Chemours splitted from DuPont, Nelson Petz after Kraft split he invested in Mondelez. Action not … Read more
I learned about the Cyclically Adjusted PE Ratio (CAPE Ratio) or Shriller ratio, and I found that in September 2016 this was 26,57. Looking into more data, I found this chart with data since 1880:
This graph is very indicative about the huge efforts to perform earnings on financial services right now. They seemed to be easy in 1995, but in 2005 the effort and the risk exposure is so huge. It’s easy to understand why GE sold GE Money, and other major transformations that are happening. How is it … Read more
I’m working on a set of accounts and solutions for my company, handling a portfolio at country level. My team is composed by account managers where that handle the day to day relationship with customers, write offers, deliver services with the support of service managers, handle projects directly or with a PM…They do a lot … Read more
Other year trying to understand the values with more return into dividends. AT&T is out due to the fact that is not in Dow Jones anymore, but continuous being the #1.
The world is moving from a product based economy to a service based economy. Some companies born in the subscription model, but others need to transform from their existing model to the subscription based model. So, well everybody knows already that Zuora is an emerging competitor in the market, creating and end to end solution … Read more