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!

Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

Equity Bottom-Up

Polar Capital Holdings / Equity Bottom-Up

James Douglas, fund manager at Polar Capital, discusses the long-term outlook for global healthcare stocks. In particular, he discusses the significant structural changes occurring in the healthcare industry, the effects of rising inflation on healthcare portfolios and the vast difference in health expenditure per head in the western world compared to emerging markets.

Video: Outlook for global healthcare with Polar Capital Global Healthcare Trust

James Douglas, fund manager at Polar Capital, discusses the outlook for the healthcare sector and the positioning of the portfolio in the Polar Capital Global Healthcare Trust. He talks about the trust’s performance, and comments on the dividend policy and how the trust has historically traded relative to NAV.

See more at: https://www.edisongroup.com/edison-tv/

Video: Polar Capital Global Healthcare Trust: James Douglas, executive interview

United Kingdom

Polar Capital Holdings PLC is an asset management group which provides a range of hedge funds and long only funds that are diversified by asset class and geographical location.

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Polar Capital Holdings (POLR LN)

Monday Delight: 05/05/25

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

Video: Outlook for global healthcare with Polar Capital Global Healthcare Trust

James Douglas, fund manager at Polar Capital, discusses the long-term outlook for global healthcare stocks. In particular, he discusses the...

Edison Investment Research

Video: Polar Capital Global Healthcare Trust: James Douglas, executive interview

James Douglas, fund manager at Polar Capital, discusses the outlook for the healthcare sector and the positioning of the portfolio in the Polar...

Edison Investment Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)