Closing Some Idea's
In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here. I will start doing that...
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Europe will be fine
Lately I have seen a lot of doomporn on Twitter about Europe. A lot of people seem to almost be excited about the energy predicament Europe is in.
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Greif B Shares - Boring and Reliable
They make steel/plastic/fibre/paper based industrial packaging. 10-15% ROIC including intangibles, and nearly 20% ROIC on tangible assets.
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