An Ode To Taxes

I have been on Money Twitter for about a year now. It fascinates me to see how everybody in the community sees taxes as a bad thing. When given the opportunity everyone tries to minimize their tax rate. As a Dutch citizen I have found out – partially thanks to Money Twitter – that IContinue reading “An Ode To Taxes”

My Top 5 Best and Worst Investments

The world of social media is one of glitter and glamor. Everyone shows their portfolio returns when they are positive, and seems to shun them when they are negative. Nothing is new to human nature in this regard. Success sells. I mean, who is going to follow someone who makes bad investment decisions over andContinue reading “My Top 5 Best and Worst Investments”

Portfolio Update: October 2020

There are a lot of ideas on my desk to write blog posts about. Specifically, I want to be able to focus more on in depth stock analyses. Yet, I still want to provide you with updates on what I do with my own portfolio as I believe it is important to show you whatContinue reading “Portfolio Update: October 2020”

Surfing on the Market’s Waves with Flow Traders

Investment Themes: Core Value, Hedge Imagine you have built a stock portfolio over several decades. You already rely on the dividend income provided by the portfolio. Then, the coronavirus happened. Because of the economic disruption your income declines and you will have to find new ways to cover your expenses. What if there was aContinue reading “Surfing on the Market’s Waves with Flow Traders”

Winter is Coming

Incredible. The coronavirus has already been among us for almost a full year. Research shows that the virus may have originated in China as early as November 2019. In January and February 2020 cases spread across the world, most notably in Italy, where the first lockdowns occurred following the successful approach in China. Other countriesContinue reading “Winter is Coming”

The Hype Premium and The Fraud Discount: Tesla, Nikola and Nano-X

The stock market has gained a lot of popularity over the past few years, and especially the past few months. The average Joe, in my opinion, does not have the patience to wait five or more years for good stock returns. Many of these investors are only satisfied with the next multi-bagger, with especially theContinue reading “The Hype Premium and The Fraud Discount: Tesla, Nikola and Nano-X”

Portfolio Update: August & September 2020

After a busy month where I could not find the time to write a post about my portfolio performance, I decided to combine the August and September performance in one post. It still surprises me how the market is moving and how my portfolio moves through these turbulent times. With a fourth quarter ahead ofContinue reading “Portfolio Update: August & September 2020”

SP500 Major League – 2020 Edition

With pride I announce the BeursWolf S&P 500 Major League – 2020 Edition. This is a Twitter contest that is meant to answer one question: which one of the top 64 largest stocks in the S&P 500 will outperform the rest over the next five years? In this post you will find: What this contestContinue reading “SP500 Major League – 2020 Edition”

HelloFresh: A Blue Ocean in Food Delivery

Investment Themes: Core Value Since the world has been in the grip of the coronavirus, a lot of new investment ideas popped up. Most of these have been focused on e-commerce and software platforms. One of these investment ideas is HelloFresh ($HFG.DE), a meal delivery company based in Germany with operations in Europe, North AmericaContinue reading “HelloFresh: A Blue Ocean in Food Delivery”