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Once in a Lifetime Opportunity in German Residential Real Estate Stocks
Vonovia, LEG Immobilien, TAG Immobilien, Grand City Properties
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2023 Q1 Performance Review & Portfolio Update
Opendoor, Carvana, TAG Immobilien, LEG Immobilien
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Value Investigator
The FED has left the US Banking System Destabilized after Unprecedented Interest Rate Cycle
The failure of Silicon Valley Bank is exposing systematic vulnerabilities in the US banking system that will likely force the FED to pivot.
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Opendoor Update
Disappointing Q4 earnings and weak Q1 2023 guidance lead to deteriorating capital base amid a challenging market environment.
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Opendoor Short Term: Significantly Better than Expected
Summary: Opendoor’s poor Q3 has misled analysts to extrapolate losses Q3 impairments are designed to be a (highly conservate) one off I expect a Q4 loss…
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Tax Loss Selling, Window Dressing & The January Effect in 2023
Extreme Return Dispersion in 2022 2022 has been a very bad year for the stock market. The S&P 500 is down -20%, the Nasdaq is down even -34%. Almost…
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Portfolio Update
$CVNA $KHOT $AMZN $GOOG $OPEN
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Meta Platforms Q3 Earnings
Bonus section on the current state of competition in the Metaverse
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Value Investigator
Modern Value Investing
Great companies with long growth runways trading at reasonable prices
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