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!


Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

Equity Bottom-Up

<ul><li>Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point</li><li>Waste Management is the leading provider of comprehensive waste management and environmental services</li><li>CrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment</li></ul>

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this pointWaste Management is the leading provider of comprehensive waste management and environmental servicesCrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment

<ul><li>The market has been quite volatile these past couple of months. Unfortunately, it seems like volatility will stay for some time.</li><li>Growth oriented tech stocks got especially hammered. While it might be quite upsetting seeing those red numbers, it is actually a good time for the savvy investor to buy!</li><li>InMode designs, develops, manufactures, and sells minimally invasive aesthetic medical products. Simply speaking, they make and sell robotics for plastic surgery.</li></ul>

The market has been quite volatile these past couple of months. Unfortunately, it seems like volatility will stay for some time.Growth oriented tech stocks got especially hammered. While it might be quite upsetting seeing those red numbers, it is actually a good time for the savvy investor to buy!InMode designs, develops, manufactures, and sells minimally invasive aesthetic medical products. Simply speaking, they make and sell robotics for plastic surgery.

United States

InMode Ltd. develops medical devices. The Company manufactures and markets platforms that harness novel radio-frequency based technology for both the patients and the practitioners. InMode serves customers worldwide.

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Inmode (INMD US)

Monday Delight: 26/05/25

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

Model Portfolio For Any Economic Cycle

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point

Cappuccino Finance

Top Picks for Growth Stocks - Feb 2022

The market has been quite volatile these past couple of months. Unfortunately, it seems like volatility will stay for some time.

Cappuccino Finance

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