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GlobalStockPicking.com




Global Stock Ideas from a Nordic perspective



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10 senaste inläggen

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2019-01-17 - 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..

2018-10-07 - Tonly Electronics - Another Hong Kong value..
Before we start this analysis I just want to point out a few things. I spent a lot of effort to reduce my exposure towards China about 1.5 year ago. And here I am, pitching another Hong Kong listed..

2018-09-17 - GlobalStockPicking 2.0 - Major Portfolio Changes
Before I start this post, I just have to comment on the last months terrible portfolio performance. After being comfortably ahead of the MSCI World benchmark, I’m now behind by almost 5% on the..



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