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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Equity Bottom-Up

<ul>
<li>Welcome back to the portfolio updates series!</li>
<li>This month, I am a few days early with the update. The reason is that my wife and I are celebrating our wedding next weekend, followed by an extended vacation, during which I will be disconnected for a couple of weeks.</li>
<li>As a result, the next stock deep dive will not be released until the last week of August.</li>
</ul>


Welcome back to the portfolio updates series!
This month, I am a few days early with the update. The reason is that my wife and I are celebrating our wedding next weekend, followed by an extended vacation, during which I will be disconnected for a couple of weeks.
As a result, the next stock deep dive will not be released until the last week of August.


Germany

Stemmer Imaging AG manufactures photography equipment and accessories. The Company offers optics, cameras, electric wires, software, image capturing, and equipment, as well as feasibility studies, training, and advisory services. Stemmer Imaging serves pharmaceutical, sports and media, transport, automotive, and research sectors worldwide.

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Stemmer Imaging AG (S9I GR)

Portfolio Update: July 2024

Welcome back to the portfolio updates series! This month, I am a few days early with the update. The reason is that my wife and I are celebrating...

Contrarian Cashflows

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