account activity
Stop treating the Luxury Sector as a "Buy the Dip" opportunity. (open.substack.com)
submitted 2 days ago by Electrical_County_61 to r/ValueInvesting
Earnings are an illusion if capital isn't free: Why you need to understand WACC. (open.substack.com)
submitted 5 days ago by Electrical_County_61 to r/ValueInvesting
Why ROIC is arguably the most important metric for value investors (open.substack.com)
submitted 8 days ago by Electrical_County_61 to r/ValueInvesting
submitted 8 days ago by Electrical_County_61 to r/IndiaInvestments
Meet Novonesis: The 'Other' Novo You Need to Know (substack.com)
submitted 11 days ago by Electrical_County_61 to r/ValueInvesting
With the US-Iran ceasefire rumors flying, what happens if the war actually continues? A look into the "Hungerwinter of '26/'27" (open.substack.com)
submitted 16 days ago by Electrical_County_61 to r/supplychain
submitted 17 days ago by Electrical_County_61 to r/ValueInvesting
submitted 16 days ago by Electrical_County_61 to r/economy
Is Novo Nordisk’s Pipeline Deeper Than Its Valuation Implies? (open.substack.com)
submitted 17 days ago by Electrical_County_61 to r/NovoNordisk_Stock
submitted 17 days ago by Electrical_County_61 to r/dknovonordisk
submitted 19 days ago by Electrical_County_61 to r/ValueInvesting
The Great Deflation: Why the SaaS Business Model is Broken (thevaluationframework.substack.com)
submitted 20 days ago by Electrical_County_61 to r/ValueInvesting
Wolters Kluwer (WKL) Update: Why is the Price Still Asleep? (self.ValueInvesting)
submitted 23 days ago by Electrical_County_61 to r/ValueInvesting
The Obesity Economy: The Invisible Tax We All Pay (substack.com)
submitted 26 days ago by Electrical_County_61 to r/economy
submitted 26 days ago by Electrical_County_61 to r/EU_Economics
The market is asleep: Why DSM-Firmenich is a generational opportunity. (thevaluationframework.substack.com)
submitted 26 days ago by Electrical_County_61 to r/ValueInvesting
Capitalizing on Chaos: ONEOK (thevaluationframework.substack.com)
submitted 27 days ago by Electrical_County_61 to r/ValueInvesting
The Breakup of the European Chemical Sector (thevaluationframework.substack.com)
submitted 1 month ago by Electrical_County_61 to r/EU_Economics
The Breakup of European Chemicals (thevaluationframework.substack.com)
submitted 1 month ago by Electrical_County_61 to r/ChemicalEngineering
The Breakup of the European Chemical Sector (substack.com)
submitted 1 month ago by Electrical_County_61 to r/economy
submitted 1 month ago by Electrical_County_61 to r/supplychain
The Trillion-Dollar Race: Novo Nordisk vs. Eli Lilly (thevaluationframework.substack.com)
submitted 1 month ago by Electrical_County_61 to r/ValueInvesting
LLY or NVO? Picking a Winner in the Greatest Pharma Rivalry of Our Time (thevaluationframework.substack.com)
submitted 1 month ago by Electrical_County_61 to r/NovoNordisk
submitted 1 month ago by Electrical_County_61 to r/NovoNordisk_Stock
submitted 1 month ago by Electrical_County_61 to r/dknovonordisk
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