Category: Blog
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Kering (KER.PA) – quantitative stock analysis September 2024
In its own words, “Kering is a global Luxury group composed of iconic and dynamic Houses in Fashion, Leather Goods and Jewelry.” It is a French-based multinational corporation with close to 50,000 employees that is present across the globe with its well known brands, such as Gucci, Balenciaga or Yves Saint Laurent. Founded as a…
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Coca Cola (KO) – quantitative stock analysis July 2024
Company profile The Coca Cola Company (NYSE: KO) is a global leader in the beverage industry, renowned for its flagship product, Coca Cola. It manufactures, markets, and sells beverage concentrates, syrups, and finished beverages to authorized bottling partners. Founded in 1892, the company boasts a diverse portfolio of about 200 master brands, including Diet Coke,…
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The BCVI portfolio performance report
The BCVI portfolio is built using our blue chips value investing strategy. It invests in undervalued American and European blue chip stocks that exhibit a competitive advantage. To identify such investment opportunities we use a combination of quantitative and qualitative techniques. Since its inception in December 2022, the portfolio has generated a total return of…
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An investment strategy for buying great businesses at fair prices
Having an investment strategy and sticking to it are the two main drivers for enduring success as an investor. Blue chip stocks may appear unglamorous and dull at first sight, but they are typically healthy, well managed companies with long track records of success and consistent returns. Read below how you can build a high…
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How to analyze financial statements to find great businesses to invest in
Financial statements with their wealth of information and technical jargon can be intimidating to fledgling investors wanting to understand if a company presents a great investment opportunity. But hidden in that heap of financial data are powerful indicators that can tell us if a business is in great shape. Learn how to analyze financial statements…