Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

Equity Bottom-Up

<ul><li><p>Look at the last 100 years, and things are not so different. War, large inflation and pandemics were things that happened periodically.</p></li><li>A lot of stocks that have run up are still trading like we will return to the pre 2020 status quo soon</li><li>I don’t think that is the case. So I adjusted my portfolio significantly, and considering further adjustments</li></ul>

Look at the last 100 years, and things are not so different. War, large inflation and pandemics were things that happened periodically.A lot of stocks that have run up are still trading like we will return to the pre 2020 status quo soonI don’t think that is the case. So I adjusted my portfolio significantly, and considering further adjustments

United States

Avaya Holdings Corp. operates as a holding company. The Company, through its subsidiaries, Avaya, Inc. provides business collaboration and communications software solutions. The Company offers unified communications, contact centers, real-time video, and collaboration services. Avaya serves clients worldwide.

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Avaya Holdings Corp (AVYA US)

Cheapness still in cyclical names

You know how they say how the phrase “this time is different” is expensive? The problem with this phrase is, at what time scale do you measure the...

Turtles all the way down

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