Oil majors: ExxonMobil (USA), Chevron (USA), Royal Dutch Shell (UK and Netherlands), BP (UK), TOTAL (French) Traditionally, being an oil major has meant being a fully vertically integrated company from oil exploration, drilling, refining, and chemical production. ExxonMobil continues to fulfill that role, but they are much more than an oil company today. Although they […]
February 2019 Portfolio Update
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Patreon: Why I am launching a DIY Investing Membership Program (Episode 011)
Why Patreon? The DIY Investing membership site is hosted on DIYInvesting.org with Patreon used as the payment processor and platform partner. Members are offered exclusive access to investing research and educational resources on how to be a better investor. Patreon allows me to carefully curate this insider content for each individual member of our community. Exclusive Community Member Benefits The […]
Dear Chairman: An open letter to GameStop’s Board of Directors
Dear Chairman, With the conclusion of the strategic review considering a possible sale of GameStop, I believe it is time for the board of directors to take a serious look at shareholder-friendly capital allocation. The sale of Spring Mobile stores combined with the large free cash flows of 4Q 2018 will have created a sizable net cash […]
Gilead Sciences Stock Analysis (Episode010)
Gilead Sciences is a biopharmaceutical company with a focus on treating and curing diseases. Their areas of focus include HIV, Hepatitis C, Oncology, Inflammation, and NASH. Gilead Sciences (GILD) Business Model Overview HIV Hepatitis C Oncology/Cancer Treatment (KITE) – Yescarta Inflammation – Filgotinib NASH (Liver disease) – Selonsertib Leading cause of liver transplants. Generally related […]
