Despite a very disappointing performance over the last year (-19% vs +19% for CAC 40), SocGen’s analysts believe
Veolia Environnement outperform in the near term, thanks to a better cash flow generation.
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Value Investing World and thank you to Michael Mauboussin for initially sharing this…
A thorough review of Greenwald’s course on value investing with lots of very valuable content. For those who haven’t read his classic book
Value Investing From Graham to Buffet and Beyond.
The PDF is here to download.
Very interesting views/comments abour
Apple shared by Wedgewood Partners in their latest letter to investors (h/t Dataroma). Lire la suite
Publié dans Analysis, Apple, Document, MARKETS, Technologie |
Mots-clés : China, corporate strategy, financial analysis, iCloud, innovation, investment idea, iOS, iPad, iPhone, iPod, Mac, Steve Jobs, stock picking, valuation, Wedgewood Partners