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Posts

Blog by Kroker Equity Research February 10, 2025

#64 Lululemon - Valuation Update after Q3 Earnings

<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like&#8212;it really helps grow our community of investors. Thank you for your continued …

Blog by Kroker Equity Research February 10, 2025

#65 The Walt Disney Company - Part 5

<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like&#8212;it really helps grow our community of investors. Thank you for your continued …

Blog by Kroker Equity Research February 10, 2025

#66 Uber Technologies

<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like&#8212;it really helps grow our community of investors. Thank you for your continued …

Blog by Kroker Equity Research February 10, 2025

#67 Annual letter 2024

<p><strong>Dear Readers,</strong></p><p>It&#8217;s been over a year since I started this newsletter on Substack, and I couldn&#8217;t be happier with how it has evolved. While there are newsletters that grow faster and attract more attention, I&#8217;m genuinely proud of what we&#8217;ve built together. Kroker Equity Research has now reached nearly 1,000 …

Blog by Kroker Equity Research February 10, 2025

#68 Realty Income

<p><em>Dear Readers,</em></p><p><em>Happy new year to everyone!</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like&#8212;it really helps grow our community of investors. Thank …

Blog by Kroker Equity Research February 10, 2025

#69 Jumbo S.A.

<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like&#8212;it really helps grow our community of investors. Thank you for your continued …

Blog by Kroker Equity Research February 10, 2025

#70 World's best stocks - Ep.6

<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like&#8212;it really helps grow our community of investors.</em></p><p><em>Thank you for your continued support!</em></p><p …

Blog by Kroker Equity Research February 10, 2025

#71 JPMorgan Chase

<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like&#8212;it really helps grow our community of investors. Thank you for your continued …

Blog by Kroker Equity Research February 10, 2025

#72 Investment Journal - Ep.6

<p>Hi everyone,</p><p>I hope you all had a good start into 2025! This time I want to share some thoughts on things I often come across on social media. There&#8217;s no shortage of investing quotes out there, but I frequently find myself frustrated by the sheer amount of nonsense being spread.</p><div><hr …

Blog by Kroker Equity Research February 10, 2025

#73 Blackrock

<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like&#8212;it really helps grow our community of investors. Thank you for your continued …