Tommy Douziech

Sterling Infrastructure: The hidden AI trade

Sterling Infrastructure stands out in the U.S. construction sector, mainly in the South, Northeast, Rocky Mountain regions and Hawaii. The company focuses on three key segments: E-Infrastructure, Transportation and Building Solutions.

January 26, 2024 at 05:50 am

Cannibal companies

Cannibal stocks are shares in companies that buy back their own shares on the market on a massive scale. This can be beneficial for shareholders, as it increases their relative stake in the company without them having to invest further.

January 24, 2024 at 09:59 am

Ryanair, the low-cost airline, has turned its market upside down

Let's delve into the Ryanair success story. What made it so successful? How did Ryanair revolutionize the airline industry?

January 24, 2024 at 06:00 am

The Toyota success story

Let's delve into the Toyota success story. What made it so successful? How did Toyota revolutionize its industry? How did it manage to compete with carmakers such as Ford and General Motors when it entered the American market?

January 22, 2024 at 05:35 am

Momentum Picks Q1 2024: 5 stocks for winter

Momentum Picks is a section designed for swing-trading stock-pickers and tactical investors who want to profit from a move in stocks over the short-to-medium term (from a few weeks to a few months). After two years of this selection, it's time to take stock. We will also be proposing our top 5 US equities for the first quarter of 2024 (beginning of January to end of March). Quality stocks with good fundamentals supported by buoyant momentum.

January 02, 2024 at 05:49 am

10 books for seasoned investors

In the complex world of financial investment, it's essential to get the tools and knowledge you need to navigate with confidence and success. As an experienced investor and avid reader, you know that a good read can make all the difference. That's why I've compiled a list of must-read books that I've had the good fortune to read and that have helped me turn a corner in market/corporate finance. These books will help you make informed, profitable decisions to beat the market. So get ready to dive into these enriching readings that will guide you along the path to financial success.

December 22, 2023 at 05:35 am

60 high-growth semiconductor companies

Over the past ten years, the semiconductor sector has undergone a significant evolution, marked by technological advances, production challenges and growing demand.

December 20, 2023 at 05:34 am

The best countries to invest in the stock market

Studying the history of stock markets helps us to understand why a particular country or geographical area may be a better place for wealth creation and the expansion of listed companies.

December 18, 2023 at 10:15 am

Eight books to get you started in the stock market

In the complex and sometimes intimidating world of financial investing, it's essential to get the tools and knowledge you need to navigate with confidence and success. Whether you're a novice investor or looking to hone your skills, a good read can make all the difference. That's why I've compiled a list of ten must-read books that I've had the good fortune to read. These books will help you understand the mechanics of the stock market, manage your personal finances effectively and master the psychological aspects of investing, so you can make informed, profitable decisions. So get ready to dive into these enriching readings that will guide you along the path to financial success.

December 15, 2023 at 05:30 am

Simon Barnard: A long-term vision at Smithson

Simon Barnard heads the Smithson fund, launched in October 2018, which focuses on investing in small and medium-sized companies on a global scale. With a similar approach to the Fundsmith Equity fund, Smithson stands out for its focus on companies with a market capitalization of between £500 million and £15 billion. The fund is characterized by a concentrated portfolio of 25 to 40 companies, and a long-term buy-and-hold strategy, avoiding overpayments based on valuations by following the same philosophy as Fundsmith: "Buy good companies. Don't overpay. Do nothing."

December 07, 2023 at 10:50 am

Peter Lynch's investment philosophy

Peter Lynch is a name that resonates with respect in the world of finance. Legendary fund manager of the Fidelity Magellan Fund, he has achieved an impressive average annual return of 29.2%. A best-selling author, his books are regarded as benchmarks by many investors. Peter Lynch's investment philosophy offers valuable lessons, both financially and personally.

December 06, 2023 at 05:16 am

Model N: A niche positioning

Model N is a technology company specializing in revenue management for the life sciences and high-tech sectors. Founded in 1999, it is headquartered in San Mateo, California.

December 04, 2023 at 10:40 am

Focus on outdoor activities

The outdoor sector, encompassing activities such as camping, hiking and climbing, is enjoying sustained growth. This trend is fueled by a collective awareness of the importance of health, well-being and an active lifestyle, as well as by the search for authentic experiences in contact with nature.

December 04, 2023 at 09:44 am

Charlie's with the angels

Berkshire Hathaway, the conglomerate headed by billionaire Warren Buffett, has announced that Charlie Munger, its long-time vice-president, passed away peacefully on Tuesday morning in a California hospital. He was 99 years old.

November 29, 2023 at 11:53 am

Lazard forecasts 2% inflation in 2024

In its economic forecasts for 2024 available in their "Global Outlook 2024" report, Lazard anticipates a stark contrast with the economic conditions of 2023. After a year marked by the highest inflation and the sharpest tightening of monetary policy in forty years, Lazard expects interest rates to fall when inflation falls back to 2%.

November 24, 2023 at 04:52 am

New record for Nvidia

Nvidia exceeded analysts' expectations in the third quarter thanks to the positive impact of its specialized artificial intelligence chips, achieving the highest quarterly sales in its history.

November 22, 2023 at 03:57 am

The latest transactions by star fund managers

Every quarter, the star fund managers of the US stock market publish their latest portfolio movements. This article is based on the 13Fs published each quarter on the SEC (Securities and Exchange Commission) website. These quarterly reports list the assets under management of investment managers or listed holding companies with control over more than $100 million in assets and who hold so-called long US positions. Form 13F covers Registered Investment Advisers (RIAs), banks, insurance companies, hedge funds, trust companies, pension funds and mutual funds. This report is published no later than 45 days after the end of the quarter concerned. This form only includes US or foreign positions listed in the US. Here's an analysis of the latest moves by legendary investors such as Warren Buffett, Terry Smith, Daniel Loeb, Chuck Akre, David Tepper, Howard Marks, Pat Dorsey, Seth Klarman, Bill Ackman and Michael Burry.

November 15, 2023 at 10:09 am

Charts in perspective

Here's a selection of charts and infographics to help you keep track of economic and financial market trends. These can cover a variety of themes, such as interest rate or currency trends, commodity price trends, economic activity in different countries or sectors, index movements, the evolution of a company's fundamentals, and much more.

November 08, 2023 at 05:22 am

Exploit this effect to improve your performance on markets

Are you familiar with the Post-Earnings-Announcement Drift? This phenomenon helps explain investors' over- or under-reaction after an earnings release, whether good or bad.

October 12, 2023 at 12:05 pm

MercadoLibre, Inc. : Latin America's e-commerce leader

MercadoLibre is Latin America's largest e-commerce ecosystem in terms of unique visitors and orders processed. In addition to commerce, MercadoLibre also offers a wide range of financial services through its MercadoPago business. Operating in 18 countries, the platform is designed to provide users - consumers and merchants alike - with a comprehensive portfolio of services to facilitate commercial and financial transactions. Through its platforms, MercadoLibre provides its users with robust online commerce and digital finance tools that not only contribute to improving consumers' quality of life, but also promote entrepreneurship, social mobility and financial inclusion. Let's find out more about this company, listed in the USA under the ticker MELI.

October 10, 2023 at 11:23 am

The most innovative companies in 2023

This article is based on the results of BCG's (The Boston Consulting Group) global innovation survey, The 50 Most Innovative Companies. This annual report helps us to understand the new sources of innovation, define the challenges of the moment and identify the most innovative companies among large corporations. After reading the report, it's clear that the leaders in innovation share a number of common characteristics. Thanks to these attributes, these companies are able to exploit innovation more rapidly, better withstand macroeconomic disruptions, achieve better operational performance and, ultimately, create more value for shareholders. Corporate culture has a lot to do with this. This is what we're going to see.

October 09, 2023 at 05:33 am