BBVA is the 2nd largest Spanish Bank (by capitalization) with business concentrated in Mexico, Spain and Turkey and with its profit growing fast (+ 50% in Q1 2023) thanks to strong operations in Mexico and interests’ rates increase in Europe. BBVA is a competitive and succesful player thanks to its technology and customer
Munich Re is the biggest Reinsurance in the world by revenue; it is also one the longest Dividend Aristocrats. He never decreased the dividend since 1970, 46 years increasing or maintaining the dividend. It’s not a coincidence that the biggest shareholder is Warren Buffett, a well-known investor that he is always looking for profitable and
In music the Fab 4 were the Beatles and incredible band that has changed not only the music and but one entire generation. In my analysis, I have my Fab 4. This is my four principles for evaluating an opportunity: Free Cash Flow above 10% and sustainable Limited or manageable Debt Excellent stewardship
Intesa Sanpaolo is the largest banking group in Italy, also with presence in East Europe, Russia and Egypt. It’s a bit unusual bank as its main revenue generator is assets management and insurance, strategy that has worked very well in a low interest economy. The company is one of the best capitalized banking group in
