Attiva a livello globale nel settore dei materiali di base, Sherwin-Williams Co è una compagnia che produce e vende vernici e soluzioni per imbiancamento di superfici a privati e aziende. Fondata nel 1866, ha sede centrale a Cleveland, in Ohio ed è quotata con il simbolo SHW sulla Borsa di New York.... Mostra di più
A NONDIRECTIONAL PORTFOLIO
Do you keep hoping that markets go one way or another?
My portfolio is usually long-biased. However, during these times of uncertainty, I am operating a nondirectional portfolio. That means I have both positions benefiting from markets going up or down.
In the long bull... Mostra di più Traduci
Vertical integration once more
Traditional industrial companies struggled with growth last 10 years.
Tech absorbed all the growth.
Tables turned this year.
Traditionally, industrial companies struggling with growth have had several strategies to adopt, says The Washington Post.
They could divide... Mostra di più Traduci
DON`T BEAT YOURSELF; BEAT THE MARKETS!
Another bloodbath month for markets.
In the past month our portfolio (+5.3%) has greatly benefited from the positive performances of Chinese markets ($FXI 5.3%, $BABA (Alibaba) 8.5%).
The negative performances are American ($ISRG (Intuitive Surgical Inc) -14.5%,... Mostra di più Traduci
