Player FM uygulamasıyla çevrimdışı Player FM !
036 Investing in Timber vs Buying Pulp Stocks - European Stocks - Portuguese Stock Picks
Manage episode 305021937 series 2927024
Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks
00:00 Intro
00:12 Summary
3:00 Investing in timber: oligopoly controls the market
4:58 There is also geographical concentration…
6:43 Final remarks
11:45 Action points
Summary
- Portugal is a huge Eucalyptus Globulus producer;
- Portuguese timber investors depend on Navigator and Altri;
- Pulp makers have other dependencies, like BHKP prices and China.
Action points
- Do the companies I own depend on a few customers?
- Do the commodities I own really protect me against inflation?
- Am I blindly expecting land to protect me against inflation? If so, will it really?
Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1
Website: http://stockpickinginsights.com/
Facebook: https://fb.com/stockpickinginsights
Twitter: https://twitter.com/stockpinsights
Instagram: https://www.instagram.com/stockpickinginsights
#podcast #stockpicking #stocks #business #investingtips #investingstrategy #investing #fundamentalanalysis #stockmarket #stocks #stockmarkettips #stockinvesting #pod #podcasts #businesspodcast #investingpodcast #youtube #spotify #conservativeinvesting #fintwit #stockpicks
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 bölüm
036 Investing in Timber vs Buying Pulp Stocks - European Stocks - Portuguese Stock Picks
Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
Manage episode 305021937 series 2927024
Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks
00:00 Intro
00:12 Summary
3:00 Investing in timber: oligopoly controls the market
4:58 There is also geographical concentration…
6:43 Final remarks
11:45 Action points
Summary
- Portugal is a huge Eucalyptus Globulus producer;
- Portuguese timber investors depend on Navigator and Altri;
- Pulp makers have other dependencies, like BHKP prices and China.
Action points
- Do the companies I own depend on a few customers?
- Do the commodities I own really protect me against inflation?
- Am I blindly expecting land to protect me against inflation? If so, will it really?
Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1
Website: http://stockpickinginsights.com/
Facebook: https://fb.com/stockpickinginsights
Twitter: https://twitter.com/stockpinsights
Instagram: https://www.instagram.com/stockpickinginsights
#podcast #stockpicking #stocks #business #investingtips #investingstrategy #investing #fundamentalanalysis #stockmarket #stocks #stockmarkettips #stockinvesting #pod #podcasts #businesspodcast #investingpodcast #youtube #spotify #conservativeinvesting #fintwit #stockpicks
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 bölüm
Tüm bölümler
×Player FM'e Hoş Geldiniz!
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.