Autor: 48admin

An first estimate of vivendis value

Posted on 25. April 2016 by valuetradeblog I worked on an excel spreadsheet to get a better overview about vivendi and its various assets; this is how far I have come jet: Cash and Assets (including the listed ones) are worth about 10,3 Billion €. This excludes the operating parts Chanal+ and Universal Music. The numbers in the…

Von 48admin 15. April 2019 0

Vivendi S.A. Post 1

Posted on 19. April 2016 by valuetradeblog Vivendi S.A. from france is one of the view guru-controled-companies i know from europe. They are in an transformation process since Vincent Bolloré bought a big stake in the company. From Wikipedia: Vivendi S.A. (formerly known as Vivendi Universal when they where in partnership with Universal Studios) is a French multinational mass mediacompany…

Von 48admin 14. April 2019 0

Hormel Foods 2Q 2016

Posted on 19. May 2016 by valuetradeblog Hormel Foods Corporation is an American food company based in Austin, Minnesota. Hormel sells food under many brands, including the Chi-Chi’s, Dinty Moore, Farmer John, Herdez, Muscle Milk, Jennie-O and many more. From the Hormel Foods 2Q 2016 report The company reported fiscal 2016 second quarter record net earnings of $215.4 million, up 20…

Von 48admin 11. April 2019 0

North American Railroad Industry

Posted on 22. May 2016 by valuetradeblog As ambertreeleaves wrote in the comment section on this homepage: “Do you have a view on their dividend payments and the outlook for this? It would be a great diversification for me” I took a closer look at the industry. First overview about the Industry: You can find an overview of North…

Von 48admin 11. April 2019 0

Investor AB – the swedish Berkshire Hathaway

Posted on 23. May 2016 by valuetradeblog“In the long run, managements stressing accounting appearance overeconomic substance usually achieve little of either.”– Warren Buffett quoted by the Investor AB management (Johan Forssell) Investor AB is a swedish owner of high-quality, international companies founded by the Wallenberg family a hundred years ago. Basically it is a business conglomerate with listed investments, wholly-owned…

Von 48admin 11. April 2019 0

Investor AB part 3: Alternatives

Posted on 26. May 2016 by valuetradeblog When I was looking at Investor AB, the Wallenbergs and the Swedish Investment landscape in general, I came across some other interesting Investing-companies. In this article I want to present you a first overview about two names that often pop up. Lundbergföretagen and Industrivärden. Fortunately “don’t invest in companies with names you can’t pronounce” is not a general…

Von 48admin 11. April 2019 0

Britvic – First look at the british beverage corporation/bottler

Posted on 21. June 2016 by valuetradeblog I have looked a little bit more into the “Bottler Universe” and have found on the Coca-Cola Hellenic Bottling Company Investors Relation homepage a nice tool were you can compare their (Coca-Cola Helenic) performance against Peers. (link) The listed peers: Coca-Cola Enterprise Britvic Heineken Diageo Carlsberg I have done this with a setting…

Von 48admin 11. April 2019 0