All Stock Picks
North America

Fastenal : A remarkably well managed company

Fastenal: A remarkably well managed company

Fastenal is a distributor of screws, nuts, and other small tools founded in Minnesota sixty years ago, and is the number one in its sector. It is very well known among investors for its unparalleled success, as the stock was for a long time the best performing financial instrument on the North American markets.

New life in the cloud

New life in the cloud

Optimistic scenario

Optimistic scenario

Our latest investments

USA Portfolio

New entries in the Investor USA portfolio

░░░░░░░ ░░░░░░░░ ░░░░

░░░░ ░░░░░░ ░░░░░░░░░ ░░░░

░░░░░ ░░░░░ ░░░░░░░░░ ░░░░

European Portfolio

New entries in the Investor Europe portfolio

░░░░░░░░░ ░░░░░░░░ ░░

░░░░ ░░░░░ ░░░░░░░ ░░

░░░░░░

Asian Portfolio

New entries in the Asia Investor Portfolio

░░░ ░░░░░░░

░░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░

░░░░░░ ░░░░░░ ░░░░░░░░

Booking Holdings Inc : A leading platform at a reasonable price

BOOKING HOLDINGS INC.

Booking Holdings Inc: A leading platform at a reasonable price

Fortinet, Inc : A cash machine in cybersecurity

FORTINET, INC.

Fortinet, Inc: A cash machine in cybersecurity

A very promising pipeline

A very promising pipeline

The VMS Chameleon

The VMS Chameleon

Not as cyclical as it looks

Not as cyclical as it looks

Alimentation Couche-Tard Inc : There's never a bad time to buy a winner

ALIMENTATION COUCHE-TARD INC.

Alimentation Couche-Tard Inc : There's never a bad time to buy a winner

Boring business, but with a moat

Boring business, but with a moat

A catalyst in sight

A catalyst in sight

A high quality bulldozer

A high quality bulldozer

Constellation Brands, Inc. : Exemplary management

CONSTELLATION BRANDS, INC.

Constellation Brands, Inc. : Exemplary management

An example of resilience

An example of resilience

A standout in a sector in good shape

A standout in a sector in good shape

There isn't much to dislike here

There isn't much to dislike here

Ally Financial Inc : A Buffett Favorite

ALLY FINANCIAL INC.

Ally Financial Inc: A Buffett Favorite

A rising star in cybersecurity

A rising star in cybersecurity

A moat stock priced to perfection

A moat stock priced to perfection

A cash cow that hides some gems

A cash cow that hides some gems

Lockheed Martin : An irresistible bet for momentum-driven investors

LOCKHEED MARTIN CORPORATION

Lockheed Martin: An irresistible bet for momentum-driven investors

A winning stock that went under the radar

A winning stock that went under the radar

Appearances can be deceiving

Appearances can be deceiving

Signature Bank : Good prospects

SIGNATURE BANK

Signature Bank : Good prospects

A booming global leader

A booming global leader

A major player in solar energy

A major player in solar energy

The Mosaic Company : Hedging against geopolitical instability

THE MOSAIC COMPANY

The Mosaic Company : Hedging against geopolitical instability

Collateral damage?

Collateral damage?

Etsy, Inc : Great opportunity or distorted reality?

ETSY, INC.

Etsy, Inc: Great opportunity or distorted reality?

Strategic Review

Strategic Review

1 2 3 4 5

Ads

Secure and increase the performance of your investments with our team of experts at your side.

Securing my Investments

fermer