By Dimitrios Koutsoumpos
This should be a very short post about Canfor Pulp (CFX.TO) as a cyclical bargain. That’s because the content is the refined and enriched version of a whatsapp group chat between attendees of the Quality Value Investing, a meetup group in London. The idea behind publishing it, is that a good investment idea should be described in a few sentences, even if it has demanded more work, and research in the background. Read More
Dimitrios Koutsoumpos explains why volatility is not risk, against what is taught by academia. Most successful investors are also critical to those academic views that are widely accepted.
If you want to learn more about it, also check what Warren Buffett has said on the subject in 2007 Berkshire Hathaway Annual Meeting.
By Dimitrios Koutsoumpos
Often, in my posts, I have talked about the concept of cyclicals, and the idea of buying them when the conditions are super depressive. Hence, I can’t remember myself buying any of these stocks while operating in good conditions, and producing lofty earnings. Gulf Keystone Petroleum (GKP) seems to be an exception to this rule, for reasons that I will explain in this article. Read More
Dimitrios Koutsoubos answers to Gaurav’s questions about investing. In this part he reveals his historical performance in investing.
The main idea I presented for 2020, a year that prices fluctuated a lot, was that we shouldn’t let prices judge our investing journey and returns. The year 2021 had again the usual fluctuations, but seemed so smooth compared to 2020, the year of coronavirus, tough measures, and extended lockdowns.
by Dimitrios Koutsoumpos
The rising gas price challenges the economies of Europe. From the very low of under $2 MMBTU, during the pandemic, the precious energy commodity has lately skyrocketed to $20 MMBTU in the European markets. The households and the industry are already paying the price, and expected to pay more, especially with a cold winter. The great beneficiaries of the situation are the gas producing nations and companies. Enwell Energy, and JKX Oil & Gas, are two Ukrainian gas producers that are enormously benefiting, but surprisingly seem to be extremely undervalued. Read More
In this video, Dimitrios Koutsoubos presents his 5 largest stock positions in his UK portfolio (ISA), and describes the thought process behind the selection. These are interesting undervalued stocks for people who follow, or are interested to learn more about, the value investing philosophy.
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