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GlobalStockPicking.com




Global Stock Ideas from a Nordic perspective



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10 senaste inläggen

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2019-02-24 - Follow-up on portfolio changes
This is a follow up post of my recent portfolio changes. Below is my current portfolio, now fully invested, no cash. As always you find this picture on my portfolio tab. Another small push of about..

2019-02-11 - Quick update on portfolio changes
I will follow-up later with a longer post explaining my thinking behind my portfolio changes. For now just getting on paper the changes effective as of market close today: Reduce Nagacorp position to..

2019-01-17 - New holding Edgewell Personal Care, Reduce in..
I have been looking for a long time for some defensive consumer staples companies, with strong brands and a reasonable valuation. Many of the companies with strong brands are based in the US and the..

2019-01-05 - 2018 Summary and Review
For 2018, the Global Stock Picking portfolio is down -2.5%, that compares to MSCI World Total Return (i.e. including dividends) down -8.2% on the year. My return is also including dividends but no..

2018-12-16 - Dental Industry Part 3 - Modern Dental Group (3600..
  + Strong core business of dental prosthetic production with good cash flow generation. Possible margin improvement after factory move in 2019/2020. + Although listed in HK, this company mostly..

2018-12-09 - Portfolio Update & Changes (Amer Sports, Swedish..
After a very tough October, my portfolio has recovered somewhat and is in total down -1.6% on the year. That compares to MSCI World which is down -4.4% on the year. Both have achieved these returns,..

2018-12-04 - Dental Industry - Part 2 - Labs and Distributors
In this second post we will start to understand more of the dental supply chain and it’s players. The below picture borrowed from a Modern Dental Group presentation, gives a nice overview of the..

2018-11-29 - Sell Dignity & Fu Shou Yuan
A new view on the funeral sector Early this year I was really trying to find new long term investments, that I could hold for years and years. I thought I had come up with a very defensive and good..

2018-11-11 - The Dental Industry - Part 1- Overview
Why the dental sector? I had several sector themes in the past and some of them are still in my portfolio (EV’s, breweries, funeral). My most well covered theme has been Electric Vehicle...

2018-10-14 - Superforecasters - And being perpetual Beta
I like reading, both for pleasure and as a great way of educating myself. A nice combination is when the educational book is written in such a way that it feels like pure pleasure reading. Michael..



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