Cesar Filip

Dentist, self employed, interested in value investing, based in Germany

[Cesar Filip @CesarFilip1]

@AJButton2 Yes indeed. Very interesting. 👍

[Cesar Filip @CesarFilip1]

@AJButton2 Yes, indeed. I am looking at Adobe and at Salesforce, too. Interesting valuations.

[Cesar Filip @CesarFilip1]

@jeanne_sur_mer Bonjour Jeanne🍀. Have a great day

[Tiho Brkan @TihoBrkan]

Amazon, Microsoft, Meta and Alphabet are going wild with R&D and CapEx spending.

These businesses were infamous for a few attractive attributes:

1. They were asset and capital-light (but with enormous CapEx, that is no more)

2. They had amazing return on capital and cash conversion ratios (but with enormous CapEx, that is no more)

3. They were internally financed (requiring no debt) and even had excess cash flows to return to shareholders (but with enormous CapEx, that is no more)

[Cesar Filip @CesarFilip1]

@jeanne_sur_mer Happy birthday dear Jeanne🍀💐🍀

[Cesar Filip @CesarFilip1]

@TihoBrkan Europe’s biggest problems are actually complacency and bureaucracy.

[Cesar Filip @CesarFilip1]

@jeanne_sur_mer Bonjour Jeanne. Have a great day🍀

[Reads with Ravi @readswithravi]

I’m in love with this sentence:

“The longer you stay on the wrong train, the more expensive it is to get home.”

[Cesar Filip @CesarFilip1]

@EquityBrian @AJButton2 That’s awesome and so true👏👏👏

[Cesar Filip @CesarFilip1]

@jeanne_sur_mer @ValentyneDreams I am fine. Thank you. Great to hear you😃. How are you doing?

[Investment Wisdom @InvestingCanons]

Yesterday, Warren Buffett described investor Chris Hohn's performance to the Financial Times as "Exceptional"

Hohn's total returns since 2004 are 2,924%. A brief excerpt on Hohn's strategy:

"Like Buffett, Hohn focuses on big companies with powerful moats that help them stave off competitors. He also holds his positions for an average of nine years, a timeline more akin to a private equity firm than a trader. But unlike Buffett, Hohn spurns a whole host of industries, including banks, utilities, media and insurers.

Hohn says there are perhaps just over 200 companies in the world that are investable and, because of the uncertainties fomented by AI and climate change, that figure is decreasing."

Hohn runs a concentrated portfolio and his key factor for any company is pricing power.

[Cesar Filip @CesarFilip1]

@E_Boeminghaus Also, zwei Möglichkeiten für die Bundesrepublik:
1) der nächste US Bundesstaat:))
2) die nächste chinesische Provinz:))

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany, where the road to socialism is paved with ever-rising govt consumption. Since 1999, state consumption is up 63%, while GDP has risen only 31% and capital investment a meagre 16%. The public sector keeps expanding, but the investment base is stagnating. Germany is becoming less of a market economy and more of a state-led redistribution machine.

[Cesar Filip @CesarFilip1]

@AJButton2 Well, actually there is a lot of paperwork and bureaucracy. Don’t have too high expectations A.J.

[Cesar Filip @CesarFilip1]

@TihoBrkan 👍👍

[Cassandra Unchained @michaeljburry]

Crypto stocks. We may be headed full-on to a Snow Crash cyber-punk future with no long-term personal relationships and digital value embedded in all of us directly correlated to the value provided to a society that increasingly devalues humanity. This may be the point in time that needs to be stopped from going forward by some future being. #snowcrash

[Cesar Filip @CesarFilip1]

@AJButton2 👍👍

[Cesar Filip @CesarFilip1]

@E_Boeminghaus Ich bin verwirrt: sagte die SPD letztes Jahr nicht noch was von einer 4 Tage Woche?😂😂

[Cesar Filip @CesarFilip1]

@AJButton2 Interesting article A. J. 👍👍