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.
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Thematic (Sector/Industry)

<ul><li>Welcome to Random Walks Down David's Mind!</li><li>With inflation being a relevant macroeconomic variable in the US and Europe for the first time since the early 1990s, many currently active European and US investors are experiencing their first period of elevated inflation in their professional lives—or even their entire lives (yep, I was born after 1990!).</li><li>In this context, I am studying which businesses benefit from inflation and which are harmed by it.</li></ul>

Welcome to Random Walks Down David's Mind!With inflation being a relevant macroeconomic variable in the US and Europe for the first time since the early 1990s, many currently active European and US investors are experiencing their first period of elevated inflation in their professional lives—or even their entire lives (yep, I was born after 1990!).In this context, I am studying which businesses benefit from inflation and which are harmed by it.

RW-08-25: Inflation and Capital Intensity: Blessing or Curse?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Occidental Petroleum is a quality oil and gas operator focusing on the Permian Basin, available at a discounted price for investors</li><li>The company has undergone strategic changes, selling off non-core operations and refocusing on core assets in the Permian Basin</li><li>Occidental Petroleum has improved management and technological advancements in the Permian Basin, leading to a projected value of $100 per share by 2026</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Occidental Petroleum is a quality oil and gas operator focusing on the Permian Basin, available at a discounted price for investorsThe company has undergone strategic changes, selling off non-core operations and refocusing on core assets in the Permian BasinOccidental Petroleum has improved management and technological advancements in the Permian Basin, leading to a projected value of $100 per share by 2026This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Occidental Petroleum Corp (OXY) - Friday, Mar 29, 2024

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>Lost in all the hoopla of the annual Berkshire Hathaway annual meeting this past year was the significant investments Warren Buffett has made over the past 6 months in the oil and gas energy sector.</li><li>MGP Ingredients, Inc., together with its subsidiaries, produces and supplies distilled spirits, branded spirits, and food ingredients.</li><li>The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America</li></ul>

Lost in all the hoopla of the annual Berkshire Hathaway annual meeting this past year was the significant investments Warren Buffett has made over the past 6 months in the oil and gas energy sector.MGP Ingredients, Inc., together with its subsidiaries, produces and supplies distilled spirits, branded spirits, and food ingredients.The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America

United States

Occidental Petroleum Corporation explores for, develops, produces, and markets crude oil and natural gas.  The Company also manufactures and markets a variety of basic chemicals, vinyls and performance chemicals. Occidental also gathers, treats, processes, transports, stores, trades and markets crude oil, natural gas, NGLs, condensate and carbon dioxide (CO2) and generates and markets power.

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Occidental Petroleum (OXY US)

RW-08-25: Inflation and Capital Intensity: Blessing or Curse?

Welcome to Random Walks Down David's Mind! With inflation being a relevant macroeconomic variable in the US and Europe for the first time since...

Contrarian Cashflows

Occidental Petroleum Corp (OXY) - Friday, Mar 29, 2024

Occidental Petroleum is a quality oil and gas operator focusing on the Permian Basin, available at a discounted price for investors

Value Investors Club (VIC)

Weekly Stock Bullfinder- Week of 5/9

I hope everyone had a nice weekend! Uncle Warren Goes “All In” With Energy Lost in all the hoopla of the annual Berkshire Hathaway annual meeting...

Weekly Stock Bull Finder

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