Google translate is pretty good! I am particularly interested by distribution business, especially distribution business that are addressing the need of restoration, repair, inprovement so non cyclical. My next few write-up will be related to those. I am also watching closely Q1 results of US banks, this should come out in 1-2 weeks. There are good value there. I have followed banks for a very long time.
Google translate is pretty good! I am particularly interested by distribution business, especially distribution business that are addressing the need of restoration, repair, inprovement so non cyclical. My next few write-up will be related to those. I am also watching closely Q1 results of US banks, this should come out in 1-2 weeks. There are good value there. I have followed banks for a very long time.
Again, excellent write up. Great information on the competitors - thank you!
Good job with your write-ups. We cover the same company, it's good to get more information from another analyst. Thank you for your sharing.
Another risk is the post covid effect to be covered in the next part