thefinancecorner
Posts
The Power of Alternative Data in Investing
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581c25b7-c3ee-4dd6-b1d4-4da144233f6d_2021x1154.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="831" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F581c25b7-c3ee-4dd6-b1d4-4da144233f6d_2021x1154.png" width="1456" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 9 0 0 1 9-9 9.75 9.75 0 0 …
My 20 Book Recommendations
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943f67b7-4a83-4308-9a7e-4f37c2613afc_750x460.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="My first post on book recommendations" class="sizing-normal" height="460" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F943f67b7-4a83-4308-9a7e-4f37c2613afc_750x460.jpeg" title="My first post on book recommendations" width="750" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path …
Deep dive into Kellogg ($KLG)
<div class="captioned-image-container"><figure><a class="image-link image2" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb56d9772-3deb-40b5-b0da-5cb474531bee_716x155.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="155" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb56d9772-3deb-40b5-b0da-5cb474531bee_716x155.png" width="716" /><div></div></div></a></figure></div><p><strong>1.0 Introduction</strong></p><p>Kellogg is a great example of a company with a rich history, that <strong>started by mistake. </strong>For that reason, I’d like to start this post outlining its history, before we dive deep into the company …
Deep dive into Enphase ($ENPH)
<div class="captioned-image-container"><figure><a class="image-link image2" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9db961e-e2f1-41a1-bc4c-fdb157294d0c_2560x456.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="File:Enphase logo.svg - Wikimedia Commons" class="sizing-normal" height="259" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9db961e-e2f1-41a1-bc4c-fdb157294d0c_2560x456.png" title="File:Enphase logo.svg - Wikimedia Commons" width="1456" /><div></div></div></a></figure></div><p><strong>1.0 Introduction</strong></p><p>Enphase was founded in 2006, and it aims to become a <strong>one-stop shop for solar installers</strong> offering microinverters, energy storage, EV charging, and digital services for …
Deep dive into Snap ($SNAP)
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e9ad270-686a-440f-8e25-afcde7a8badf_1200x675.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="Snap" class="sizing-normal" height="675" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e9ad270-686a-440f-8e25-afcde7a8badf_1200x675.png" title="Snap" width="1200" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 9 0 0 1 9-9 9.75 9.75 0 …
Deep dive into Abercrombie & Fitch ($ANF)
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F150037d6-cc9c-49d0-90ba-20b9562993d3_959x640.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="Can Abercrombie & Fitch Successfully Weather The COVID Storm?" class="sizing-normal" height="640" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F150037d6-cc9c-49d0-90ba-20b9562993d3_959x640.jpeg" title="Can Abercrombie & Fitch Successfully Weather The COVID Storm?" width="959" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" …
Deep dive into Nintendo $NTDOF $NTDOY
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd02696ec-917f-4da6-bbda-321c4392bd15_1024x341.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="File:Nintendo.svg - Wikimedia Commons" class="sizing-normal" height="341" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd02696ec-917f-4da6-bbda-321c4392bd15_1024x341.png" title="File:Nintendo.svg - Wikimedia Commons" width="1024" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 9 0 …
Personal Budgeting Done Right
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F63aff0df-efaa-4675-8e7a-f7ad4490f887_1280x725.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="Take control of your personal finances | by Colin Hewitt | Medium" class="sizing-normal" height="725" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F63aff0df-efaa-4675-8e7a-f7ad4490f887_1280x725.jpeg" title="Take control of your personal finances | by Colin Hewitt | Medium" width="1280" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" …
Deep dive into L'Oreal (EPA: $OR)
<div class="captioned-image-container"><figure><a class="image-link image2" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3debc0fe-0d53-4369-ab13-b7e73b1d3a70_528x95.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="File:L'Oréal logo.svg - Wikipedia" class="sizing-normal" height="130.9848484848485" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3debc0fe-0d53-4369-ab13-b7e73b1d3a70_528x95.png" title="File:L'Oréal logo.svg - Wikipedia" width="728" /><div></div></div></a></figure></div><p><strong>1.0 Introduction</strong></p><p>What if I told you that the world’s biggest beauty company started with a <strong>kitchen experiment and a chemist?</strong> That its founder wasn’t just a scientist but also …
How Financial Models Trick Smart People
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F95b55f4c-4176-4b1e-834d-965671350fac_800x450.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="21 Coole Toepassingen met Excel - TailorIT" class="sizing-normal" height="450" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F95b55f4c-4176-4b1e-834d-965671350fac_800x450.jpeg" title="21 Coole Toepassingen met Excel - TailorIT" width="800" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" …