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Cubesmart: performing well but too expensive
CubeSmart is the 3rd biggest self storage company in the US. It has delivered good results in the last ...
May 8, 2023, 10:03 am
Dilution and m&a coming to banks
The 2nd & 3rd biggest bank busts in history happened less than a month ago and nobody cares. The Fed an...
April 10, 2023, 5:00 pm
Why blackrock is now my #3rd biggest financial holding
I recently managed to invest into BlackRock at what I believed to be an excellent valuation, buying the stock at recent-historic P/E lows. In this art...
June 6, 2022, 4:32 am