Contrarian Cashflows – Investment research for professional investors and serious amateurs

The safest and most potentially profitable thing is to buy something when no one likes it.
Howard Marks

Stock analyses

Comer Industries: Unveiling a hidden champion with a sustainable 12% free cashflow yield

13. April 2024

Stock analyses
Lindbergh SpA: Revolutionizing MRO markets through platform-based logistics and engineering

17. March 2024

Stock analyses
Norbit ASA: Technology is part of the solution and leading to outstanding shareholder returns

10. March 2024

Stock analyses

Random walks down David’s mind

About the path-dependency of investment risk or why Leo Pochhammer believes you should let your winners run

7. April 2024

Random walks down David’s mind

Portfolio updates

Portfolio update: April 2024

2. May 2024

Portfolio updates
Portfolio update: March 2024

30. March 2024

Portfolio updates
Portfolio update: February 2024

3. March 2024

Portfolio updates