OfWealth by Rob Marstrand

OfWealth by Rob Marstrand

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OfWealth by Rob Marstrand
OfWealth by Rob Marstrand
Stock updates: Continued good progress
Stocks & funds

Stock updates: Continued good progress

Strong further gains, and important details about IRSA

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Robert Marstrand
Nov 27, 2024
∙ Paid
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OfWealth by Rob Marstrand
OfWealth by Rob Marstrand
Stock updates: Continued good progress
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Exciting profits can sometimes come from old-school assets (Hotel Llao Llao in Patagonia).

The following is for educational and informational purposes only, and is not a recommendation to buy or sell shares. When buying or selling shares, investors should do their own research and seek independent financial advice if necessary.

From time to time I write an analysis of an individual stock. These are infrequent because I set the bar very high. I'm only interested in the kind of stocks that I would invest my own money into, at the right price.

The idea is to show what makes stocks attractive by looking at real case studies. No situation is the same. Looking at a variety of real companies, and the investment cases for their stocks, should very instructive for any investor. I then provide updates from time to time, to see how they are progressing later on.

So far, I have analysed a select group of six stocks (find them here) for these pages. Five trade on the US stock market, and one in the UK (although a future US listing is a distinct possibility). One of the former five also trades in Italy and France. Between them, they are a combination of very high growth, very deep value, and everything in between. Four have global businesses, one is regional, and one only operates in a single country (Argentina).

The strongest performer is up 88% since September last year, including dividends. The weakest is down 1.7%, but that's only since a little over a month ago (and it's what I would call "extreme deep value", which is likely to take at least a year or two to play out). The average is +43% over about eight months average time period, which is equivalent to over 70% on an annualised basis.

I have my eye on a handful more stocks and may do another analysis soon. So watch this space.

With that, I'll get into the update for the existing group.

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