Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Thematic (Sector/Industry)

<ul><li>Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.</li><li>Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li><li>If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!</li></ul>

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<div data-attrs='{"url":"https://weeklystockbullfinder.substack.com/subscribe?","text":"Subscribe"}'><div><form class="subscription-widget-subscribe"><div><ul><li><span style="font-size: var(--content-font-size);">Housing remains one of the most interest rate sensitive parts of the US economy and the rapid rise in interest rates delivered in the beginning of this year by the Federal Reserve is now being fully digested by the overall market. </span></li><li><span style="font-size: var(--content-font-size);">Like an aircraft carrier turning around, it has taken several months for the reset to kickoff but patterns are now clearly emerging from incoming data and surveys that indicates the housing market froth during the peak of COVID-19 has begun to or is quickly unwinding.  </span><span style="font-size: var(--content-font-size);">Take a few examples below.</span></li><li><em>Bidding Wars Easing </em><span style="font-size: var(--content-font-size);">One of hallmark features of the housing market the past 2 years were feverous bidding wars for properties which was supported by record low interest rates, rising stock market values, and a re-thinking of city life as new flexible work models were introduced.</span></li></ul></div></form></div></div>

Housing remains one of the most interest rate sensitive parts of the US economy and the rapid rise in interest rates delivered in the beginning of this year by the Federal Reserve is now being fully digested by the overall market. Like an aircraft carrier turning around, it has taken several months for the reset to kickoff but patterns are now clearly emerging from incoming data and surveys that indicates the housing market froth during the peak of COVID-19 has begun to or is quickly unwinding.  Take a few examples below.Bidding Wars Easing One of hallmark features of the housing market the past 2 years were feverous bidding wars for properties which was supported by record low interest rates, rising stock market values, and a re-thinking of city life as new flexible work models were introduced.

Concise Playbook for the Week, Global Markets Playbook

Kevin George

Concise Playbook for the Week

Global Markets Playbook

I am an active trader in stocks, FX and commodities with over 15 years' market experience. I hold a master's degree in finance and have developed a strong skill base in technical analysis. 

Alongside technical setups I will provide earnings analysis, company valuation analysis and macroeconomic studies for the key market releases.

Equity Bottom-Up

<ul>
<li>Equinor rose 75% over the three-year period but has stalled.</li>
<li>European gas prices may be nearing a bottom, according to the company.</li>
<li>The company's 10-year outlook looks good after record profits this quarter. It has been offered as an alternative to U.S.</li>
</ul>


Equinor rose 75% over the three-year period but has stalled.
European gas prices may be nearing a bottom, according to the company.
The company's 10-year outlook looks good after record profits this quarter. It has been offered as an alternative to U.S.


Equinor: Dividends Rising At The Norwegian Energy Major After 75% Price Gains

Norway

Equinor ASA operates as an energy company. The Company develops oil, gas, wind, and solar energy projects, as well as focuses on offshore operations and exploration services. Equinor serves customers worldwide.

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Equinor ASA (EQNR US)

Monday Delight: 29/09/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...

Contrarian Cashflows

Weekly Stock Bullfinder - Week of 8/22

The rapid rise in interest rates delivered in the beginning of this year by the Federal Reserve is now being fully digested by the overall market.

Weekly Stock Bull Finder

Equinor: Dividends Rising At The Norwegian Energy Major After 75% Price Gains

Equinor rose 75% over the three-year period but has stalled. European gas prices may be nearing a bottom, according to the company.

Kevin George

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