May 16, 2022 | SAP-SAP SE, Stocks
Introduction Pushed by the rest of the market, SAP SE (SAP) shares have plunged in recent days. But the long-term outlook has not changed. Both the external secular trends and the internal competitive advantages make this...
Read MoreMay 16, 2022 | 3600-Modern Dental, Stocks
INTRODUCTION Modern Dental is a family-owned company based in Hong Kong, which produces and distributes dental prosthetic devices mainly in Europe, China, North America, and Australia. Given the growth that it has achieved in...
Read MoreMarineMax ($HZO), is the classical example of how the power of suppliers can make it a not so good business. At the end, it is reasonable to think that customers find much more value in the design and quality of the boats/yachts...
Read MoreSep 27, 2021 | Remittance, Sectors
Screening in the search of new stock picks I came accross a firm that provides remittance services (sending of money mainly from US to Latin American), International Money Express ($IMXI). The numbers looked good, the reports...
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