Investing to become financially independent
Investing to become financially independent
A humorous and informative overview of investment taxation, beginning with a Halloween anecdote featuring a child dressed as a tax inspector. The article explores the crucial importance of understanding tax aspects when selecting investments, with a particular focus on the taxation of dividends and capital gains.
Dividends and taxation: the importance of tax-exempt dividends (1/3) Read More »
Discover Toli Corp, a Japanese company specializing in interior products, which stands out for its real gems at knock-down prices. With a steadily rising dividend and the potential to double its value over the coming years, Toli is an investment opportunity not to be missed!
Analysis of Toli Corp (7971:TYO) Read More »
TSUBAKIMOTO KOGYO CO LTD, a Japanese company specializing in the sale of industrial machinery and equipment, is proving to be a real investment opportunity with attractive valuations. The company is in solid financial health, with a promising dividend yield and a share price that has more than doubled in five years, while still trading at an attractive price compared to its historical value before the bursting of the Japanese bubble.
Analysis of Tsubakimoto Kogyo Co Ltd (8052:TYO) Read More »
Discover why dividend yield should not be the only criterion to consider in your stock market investment strategy. Learn how to avoid common pitfalls related to an excessive focus on yield and understand the tax implications, particularly in Switzerland where dividends are taxed unlike stock market capital gains.
Valuation indicators (3/9) Read More »
EXOR NV, controlled by the Agnelli family, is one of Europe's leading investment companies, with a net asset value of several billion dollars. With major stakes in companies such as PartnerRe and Fiat Chrysler Automobiles, EXOR adopts a long-term investment strategy that outperforms even Warren Buffett's Berkshire Hathaway.
Analysis of Exor (EXO:MIL) Read More »
In this in-depth financial analysis, we examine the essential metrics of revenue and net income growth, with a particular focus on ROE and NPM to assess company performance. Beyond traditional financial metrics, we also explore sustainable competitive advantages such as brand quality, technical excellence, and customer loyalty, following Warren Buffett’s investment principles.
Identifying quality Swiss stocks and promoting them (5/6) Read More »
Key financial metrics such as ROE, profit margin and equity are essential to assess the financial health of a company. A comparative analysis between EMS Chemie and Schaffner reveals significant differences in performance and financial strength, illustrating the importance of these indicators in investment decision-making.
Identifying quality Swiss stocks and promoting them (3/6) Read More »
A reader recently pointed out the pessimistic tone of my recent articles, which prompted me to re-clarify my approach. I consider myself an optimist, having reduced my work hours to improve my quality of life while aiming for stable and growing investments to secure my financial future.
The meaning of my approach towards financial independence. Read More »
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