La Petite Financière
-
An analysis: Cracker Barrel Old Country Store (CBRL)
I’ve been meaning to write about this opportunity, but busy, so I’m going to keep it as short and sweet as possible. I see Cracker Barrel as a cyclical business opportunity trading at a very attractive valuation. Due to how “boring” it sounds, the company is immune to the fad of AI speculative madness which […]
-
An analysis: Herbalife (HLF) (July ’23)
At some point, I was made aware that my senpai, Seth Klarman, had purchased Herbalife. I’m way overdue on publishing anything about it, I bought at around $16~. While the business is shady at best, and the growth long term is like… 2% (at least it doesnt shrink!), the MLM nature of the company gives […]
-
Short Update: Undoing a position. (AMZN)
I have sold Amazon.com today at $143ish, as that’s roughly where I see value and I think I have better opportunities available elsewhere. Enjoy the profit if you followed along! 🤑
-
An analysis: Construcciones y Auxiliar de Ferrocarril (CAF.MC) (April 2023… May!)
Like the patriot that I am, I have come to the realization that we really have something going on when it comes to building trains. It’s not just me saying it, some other people have started to take notice…. I started to think about investing in spanish rail manufacturers… I believe we have a strong […]
-
An analysis: Alibaba (march 2023)
Update: now (march 28th) Im regretting keeping this as a draft for so long! a catalyst is on the horizon! damn me for being too busy to write! Disclaimer: I have a position here, since the beginning of the month. As you may have already guessed, I am quite the vulture and quite the contrarian. […]
-
An analysis: Amazon (march 2023)
It has come to my attention that there is an overwhelmingly negative sentiment going around regarding Amazon, so, intrigued, I decided to see why. In checking out the latest seekingalpha articles on the matter, I am hit with that unknown unknown: the economy at large. No matter. However, I did notice that it seems like […]
Got any stock recommendations?