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Both have their place, Bitcoin is not as good nor bad as people think.
Written post: http://stockpickinginsights.com/bitcoin-vs-stocks-both-again/
I prefer to invest my money in individual companies everytime. Low interest rates and Fiat supply increases are in part pushing stock prices higher, leaving me personally with no choices at the moment.
The first use of Bitcoin is buying and cold storing it. This protects your portefolio against Fiat currency headwinds (inflation).
The second use of Bitcoin is for everyday purchases. Exchanges such as Binance (not a paid endorsement) offer free Visa debit cards for you to use where Visa network payments are allowed. Buy bitcoin, wait for enough appreciation to cover up spread and other roundtrip fees and use the card to pay for things such as groceries and fuel. Binance charges a spread both in Euro to Bitcoin conversion (0.3 – 1%) and Visa card payments (1 – 2.5%).
Read the first of the accidental ‘both’ series here.
The sources: TIKR.com, valueinvestorsclub.com, eaglepointcap.com, The Investor's Podcast
Written post: http://stockpickinginsights.com/sources-of-information/
Books are also great sources of information, but we know that already.
For US macro analysis, I recommend you to subscribe to USA Facts. They have great insights on how the US economy is being ran. You will find topics such as race inequality, income inequality, government spending and so on there.
I’ll leave you with a bonus source: Eagle Point Capital’s newsletter. They communicate on a weekly basis, and their insights about businesses are great.
Share buybacks are a great way to analyse management behaviour.
Written post: http://stockpickinginsights.com/share-buybacks-good-or-bad/
There is not a rule for every company, but we should have trigger points for some behaviours. Ideally, I would love to see:
Any behaviour that goes against this prompts a warning.
Share buybacks typically nudge the stock price up, because buyers interpret it as the company telling the world: “We think our stock is undervalued”. But many, many companies do it chronically.
Which one to choose, or both?
Written post: http://stockpickinginsights.com/net-income-or-free-cash-flow-both/
What you do with the information is up to you.
I’m conservative in my approaches, so I use a softened Net Income (3Y Average) pre-adjusted for D&A undercharges. You can take it a step further and use the lowest of the two metrics. I also take a look at differences between the two.
Most importantly, keep in mind that both can be manipulated. Big differences between them should trigger a warning and further research.
You can check out the battle between Enterprise Value ratio and PE Ratio here.
Inditex (fashion retailer) analysis from a qualitative standpoint.
Written post: http://stockpickinginsights.com/inditex-qualitative-analysis/
Let’s start with the basic premises of a fast fashion company:
This is the root of the purchase. Inditex understood this and created a business model around it:
Selling without having another investment to put the money on
Converting EUR to USD before the opportunity to buy came
Old price anchoring
Written post: http://stockpickinginsights.com/my-investing-mistakes-2020/
You are bound to make mistakes, even when you think you won’t as at one point I thought. Better for you to be aware of it and don’t make mistakes that will cost you more than you can handle!
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