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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
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GE Aerospace – I am Buying the 24% Pullback
Last Tuesday, aircraft engine giant GE Aerospace released its third-quarter results and once again delivered impressive numbers. While the operating conditions are undeniably challenging, with low consumer confidence and high fuel costs pre...
TSMC – I Was Bullish, but Not Bullish Enough (Q3 Update)
I Expect a 22% Annualized Return From Here
Last Thursday, semiconductor manufacturing giant TSMC released its third-quarter results, which comfortably cleared Wall Street’s expectations and came in far ahead of my own forecast set back in...
55% Growth, a 54% FCF Margin, a 63% ROIC – ASML is Worth Its Premium
Last Wednesday, Dutch semiconductor equipment giant, and now the largest European company by market cap, ASML released its third-quarter results, and I can only say I was once again hugely impressed, with the business delivering sensational...
Starbucks – A Stock Worth Owning Long-Term at the Right Price
After a successful turnaround under Brian Niccol over the last two years, Starbucks stock is worth owning again, but only at the right price.
Starbucks is a prime example of how a strong business can be a terrible investment under poor man...
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Authors
The writers behind this newsletter.
I’m Daan - Retail investor and financial analyst | Here to share my investment ideas, research, thoughts, and investing journey! | Long-only |
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