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 back to Monday Delights!</li>
<li>This is your Monday morning dose of inspiration. 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>The ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li>
</ul>


Welcome back to Monday Delights!
This is your Monday morning dose of inspiration. 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.
The ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.


External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>STMicroelectronics, originally named SGS Microelettronica, was founded in 1977. Carlo Bozotti started working at the company and eventually became its CEO.</li><li>Bozotti implemented a restructuring plan during his tenure to enhance financial performance and concentrate on core businesses.</li><li>Under Bozotti's leadership, STMicroelectronics made strategic acquisitions and divestments to solidify its position in the semiconductor market. The company is now renowned for its analog and power semiconductor products.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)STMicroelectronics, originally named SGS Microelettronica, was founded in 1977. Carlo Bozotti started working at the company and eventually became its CEO.Bozotti implemented a restructuring plan during his tenure to enhance financial performance and concentrate on core businesses.Under Bozotti's leadership, STMicroelectronics made strategic acquisitions and divestments to solidify its position in the semiconductor market. The company is now renowned for its analog and power semiconductor products.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Stmicroelectronics Nv (STM) - Friday, Nov 10, 2023

United Kingdom

STMicroelectronics N.V. designs, develops, manufactures, and markets semiconductor integrated circuits and discrete devices. The Company's products are used in the telecommunications, consumer electronics, automotive, computer, and industrial sectors. Geographically, customers are located in North America, Europe, and the Asia Pacific region.

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STMicroelectronics NV (SGSF IX)

Monday Delight: 03/02/25

Welcome back to Monday Delights! This is your Monday morning dose of inspiration. Each week, I’ll share five intriguing investment ideas that...

Contrarian Cashflows

Stmicroelectronics Nv (STM) - Friday, Nov 10, 2023

STMicroelectronics, originally named SGS Microelettronica, was founded in 1977. Carlo Bozotti started working at the company and eventually became...

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)