Analysis of Tethys Oil, 2017

Tethys Oil is an oil producer and a mid-sized Swedish company, operating in Oman. The company is listed on the Stockholm Stock Exchange. In Oman, a license is held for a 29.130 square kilometers large field, where the production is approximately 12.300 barrels of oil per day (bopd). Tethys Oil has a strategy of acquiring licenses onshore, where oil has been discovered previously, but was deemed non-commercial for production. Yet, it has one of the lowest operating costs today in the business – creating a positive cash flow even in these unfavorable times of Paris Agreements and US tight oils. Tethys Oil has a megatrend working against it, but the question is:

Can it produce a significant enough cash flow to be a great investment choice, before oil becomes obsolete?

Continue reading this analysis of Tethys Oil (or scroll down to the end if you are too exited already) to get the answer! Continue reading

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Analysis of BioGaia, 2017

BioGaia is a Swedish company, headquartered in Stockholm and listed on the Stockholm Stock Exchange, which is active in the probiotics market of bioscience. It owns the rights to sell and market two well-researched strains of the bacteria Lactobacillus reuteri, which has proven to be efficient for disorders such as colic and constipation. In some niched segments of probiotics, the company is a world leader. BioGaia has a solid growth and an exceptional return on assets, but it’s expensive at a P/E of 33. The question is if the prospects of the company outweighs this high price. Keep reading (or skip to the end) to get the answer today!

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Analysis of CellaVision, 2017

CellaVision is a Swedish company founded in the student city of Lund. It provides software and hardware products for the hematology medicine market. The products are by far the most popular ones in their niche market, making CellaVision the industry leader in a market with strong support from megatrends like demographic change and digitalization. Furthermore, the company is innovative and moving into neighbor markets at a high pace. At a P/E of 55, it’s also one of the most expensive shares on the Stockholm Stock Exchange though. Also, the combined estimated size + growth of its current markets doesn’t give the company an extensive room for growth potential – which is crucial at such valuations. Continue reading

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Analysis of MSAB, 2017

MSAB is a Swedish software company, developing mobile forensic solutions for federal police internationally. It operates in a market with strong growth, driven by digitalization. The market is also competitive though, with almost no moats to keep other players away, and MSAB has become quite expensive during the last few years. Continue reading

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Top 10 takeaways from The millionaire Fastlane

Which is the fastest lane towards financial freedom?

Well … the Fastlane of course!

But how do you get there? And why aren’t you there today?

Today I will use MJ DeMarco’s book The millionaire Fastlane to explain this for you. Basically, the book describes three different financial personalities – the Sidewalkers, the Slowlaners and the Fastlaners. Find out why you might be stucked in the Slowlane, or even worse, standing on the Sidewalk, and how you can enter the Fastlane today with these top 10 takeaways from DeMarco’s modern classic. Continue reading

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Top 10 takeaways from Common stocks and uncommon profits

How do you evaluate stocks for maximum profits?

Philip A. Fisher, author of the bestselling book “Common stocks and uncommon profits”, describes how this should be done in the book. More specifically, he explains the analysis method “Scuttlebutt”, which is what he himself used for assessment of common stocks.

As Fisher modestly puts it:

“The purpose of this book is not to point out every way such money [money in the stock market] can be made. Rather, it is to point out the best way.” Continue reading

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Top 10 takeaways from The little book of common sense investing

What’s the easiest way to become wealthy over time?

In “The little book of common sense investing”, John C. Bogle, author and former chief executive of The Vanguard Group (investment management company), explains this. More precisely he explains an investment strategy, probably the simplest possible one, which beats 80 % of investors.

Today I will summarize the 10 most important points that Bogle makes in his book. Continue reading

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Top 10 takeaways from Reading financial statements for value investors

“Money without financial intelligence is money soon gone.”

– Robert T. Kiyosaki

So how do you become financial intelligent, you ask?

In “Reading financial statements for value investing”, written by Stig Brodersen & Perston Pysh, accounting, which is de facto financial intelligence according to Kiyosaki, is described in a humoristic and simple manner. It is explained using Warren Buffet as a reference, who probably is the greatest investor of all time.

Today I will summarize the 10 most important points made in the book, so that you can avoid having your hard-earned money vanish in bad investments. Continue reading

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Top 10 takeaways from The interpretation of financial statement

Have you always struggled to read financial statements?

Look no further.

Benjamin Graham and Spencer B. Meredith’s book, “The interpretation of financial statements”, will help you solve this issue. More specifically, the two major parts of financial reports – the income statement and the balance sheet – are explained.

Today I will summarize the 10 most important points that Graham and Meredith make in their book. Graham is truly a guru within the value investing field, and has been an inspiration and teacher for many others, such as Warren Buffet. Let me start out by quoting him:

”Buy your stocks like you select your groceries, not your perfume.” Continue reading

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Top 10 takeaways from Rich dad poor dad

How did the wealthy become rich and how come the poor never can get out of debt?

What’s the real story?

“Rich dad poor dad”, a book written by Robert T. Kiyosaki, explains this in detail. The answer is argued to lie within the mindset of the wealthy/the poor person primarily, and in money management and financial literacy secondly.

Today I will summarize the 10 most important points that Kiyosaki makes in the book. Let me start out by quoting him:

Rich people buy assets, poor people buy liabilities that they think are assets”. Continue reading

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