Marathon Investing
Contributor since: 2016
Latest Articles
Fielmann: A High-Quality Company
H&M: Value Trap Or Compounding Machine?
Philip Morris International: Would You Buy And Hold For The Next 10 Years?
Allegion - Good Business In An Attractive Industry
LVMH Group - A Good Play In The Amazon Era
Is Marriott Attractively Valued?
Assa Abloy - The Quality Business With Global Trends On Its Side
5 Questions Walk Through Richemont's Investment Case
Does Zooplus Have Capacity To Suffer?
Schindler Has A Strong Position In The Industry Driven By Global Megatrends
Which Growth Rate Implies The Current Share Price Of Harley-Davidson?
Svenska Handelsbanken - A Different Kind Of Beast
Kone: A High-Quality Company Underpinned By Global Megatrends
Choice Hotels - 99% Franchise Business Model
Reckitt Benckiser : High Quality, High Price
Is Apple A Good Investment At Over USD 700 Billion?
Markel Should Continue To Compound
What Growth Rate Is Implied By The Current Price Of Novo Nordisk?
A Hospital For Companies
Vossloh: When An Outsider Takes Control
Overview Of Henkel's Business Model And Strategy Until 2020
Global Leader Of Highly Engineered Components In A Stable Industry With Favorable Secular Trends
Overview Of Marriott's Business Model
MTU Aero Engines - High Barriers To Entry Coupled With An Attractive Growth Opportunity
Cimpress - Ready To Dominate Printing Industry
Fuchs: A Lesson Of Value Added Creation
Why Is Novo Nordisk Losing Its Steam And Is It Sustainable Or Not?
Novo Nordisk: Strong Moat, Industry Tailwinds And Reasonable Valuation
Pershing Square Holdings: Co-Invest With Bill Ackman At A Wide Discount
When The Compounding Machine Face Challenges
Light Business Model With A Long Runway
What Is The Value Of Teva Without Copaxone Franchise?