Research to Returns
Jorrit| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 9 months ago | Last Issue | 2 months ago |
| Active | |||||
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Siemens. From Conglomerate to Compounder
Welcome back to another Deep Dive Analysis. Last time we looked at Cloudflare a digital network business that becomes more defensible with every new customer it adds. Today’s subject operates in a completely different physical reality: fact...
Deep Dive: Cloudflare The Internet's Invisible Infrastructure
Welcome back to another Deep Dive Analysis. Last time we looked at Flughafen Zürich AG an airport company that turned out to be far more interesting than it first appeared. Today’s company operates in a completely different world: no runway...
Flughafen Zürich AG. A Boring Business or a Hidden Compounder?
Welcome back to a new Deep Dive Analysis. Last time we discussed Airbus, and if you haven’t read that one yet, I highly recommend doing so before continuing, as today’s company operates in a very similar infrastructure-heavy sector.
The co...
Is Airbus a great European Defence Investment?
Airbus Europe’s Quiet Answer to a New World Order
Due to the current geopolitical shift in Europe, I want to highlight Airbus. Don’t get me wrong Airbus isn’t a flashy growth stock trading at a massive discount right now. But that’s e...
Why Alphabet (Google) Will Win in the Long Run
Hello everyone, due to the current correction in the tech sector I want to highlight Alphabet. Don’t get me wrong, Alphabet is far from cheap despite the drawdown of currently -12%.
Before we get into it: nothing in this article i...
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Authors
The writers behind this newsletter.
I’m Jorrit a business student focused on technology, economics, and capital markets. You will also get some vacation pictures from me :)
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