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Company Analyses
Diamond Offshore, Investment Thesis (April 2012)
Text file containing a narrative of my notes and observations of Diamond Offshore's five elements and its intrinsic value.
Hillenbrand Inc. (NYSE: HI) Research Report, written March 2012
An in-depth analysis of a company whose special situation obfuscates information necessary for other analysts to easily grasp Hillenbrand's intrinsic value.
Other Products
Six Things To Ask Your Tax Preparer
Even though tax season is over, it will return again in future years and the same issues may pop up as in the past. If you do your own taxes, you can ask yourself the same questions when you prepar...
European Banks in the Endgame
Overview of the European banking sector: current state (in spring 2013) and outlooks
Presentation slides for the New York Investing Meetup on 16 May 2013
Macro and Markets
Estonia: Blunders and Wonders
This report discusses finances and economy of Estonia, a tiny country on the Baltic Sea, a young and dynamic economy, example case used in the debates over austerity vs. accommodative monetary poli...
Europe’s Debt Hole (Numerical Assessment)
This analysis based on the 2012 data suggests that the current debt hole of the eurozone’s non-financial sector amounts to at least €5.16 trillion. Furthermore, there is a one plus trillion hol...
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European Banks in the Endgame
Overview of the European banking sector: current state (in spring 2013) and outlooks
Presentation slides for the New York Investing Meetup on 16 May 2013