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036 Investing in Timber vs Buying Pulp Stocks - European Stocks - Portuguese Stock Picks
Manage episode 305021937 series 2927024
Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks
00:00 Intro
00:12 Summary
3:00 Investing in timber: oligopoly controls the market
4:58 There is also geographical concentration…
6:43 Final remarks
11:45 Action points
Summary
- Portugal is a huge Eucalyptus Globulus producer;
- Portuguese timber investors depend on Navigator and Altri;
- Pulp makers have other dependencies, like BHKP prices and China.
Action points
- Do the companies I own depend on a few customers?
- Do the commodities I own really protect me against inflation?
- Am I blindly expecting land to protect me against inflation? If so, will it really?
Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1
Website: http://stockpickinginsights.com/
Facebook: https://fb.com/stockpickinginsights
Twitter: https://twitter.com/stockpinsights
Instagram: https://www.instagram.com/stockpickinginsights
#podcast #stockpicking #stocks #business #investingtips #investingstrategy #investing #fundamentalanalysis #stockmarket #stocks #stockmarkettips #stockinvesting #pod #podcasts #businesspodcast #investingpodcast #youtube #spotify #conservativeinvesting #fintwit #stockpicks
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 tập
036 Investing in Timber vs Buying Pulp Stocks - European Stocks - Portuguese Stock Picks
Stock Picking Insights | Conservative Investing | Audio Support for stockpickinginsights.com
Manage episode 305021937 series 2927024
Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks
00:00 Intro
00:12 Summary
3:00 Investing in timber: oligopoly controls the market
4:58 There is also geographical concentration…
6:43 Final remarks
11:45 Action points
Summary
- Portugal is a huge Eucalyptus Globulus producer;
- Portuguese timber investors depend on Navigator and Altri;
- Pulp makers have other dependencies, like BHKP prices and China.
Action points
- Do the companies I own depend on a few customers?
- Do the commodities I own really protect me against inflation?
- Am I blindly expecting land to protect me against inflation? If so, will it really?
Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1
Website: http://stockpickinginsights.com/
Facebook: https://fb.com/stockpickinginsights
Twitter: https://twitter.com/stockpinsights
Instagram: https://www.instagram.com/stockpickinginsights
#podcast #stockpicking #stocks #business #investingtips #investingstrategy #investing #fundamentalanalysis #stockmarket #stocks #stockmarkettips #stockinvesting #pod #podcasts #businesspodcast #investingpodcast #youtube #spotify #conservativeinvesting #fintwit #stockpicks
--- Send in a voice message: https://podcasters.spotify.com/pod/show/stock-picking-insights/message36 tập
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