Equipment

Acushnet: Still a Hole-in-One?

2024-07-03T20:32:16+02:00

Is Acushnet a hole-in-one or a potential financial hole? With the resurgence of golf and ongoing growth in the sport during and after the pandemic, those who bought five years ago have a great scorecard. More recent buyers have had a tougher time. Is the company good enough to justify single stock exposure?

Acushnet: Still a Hole-in-One?2024-07-03T20:32:16+02:00

Caterpillar: Playing the Cycles

2022-09-07T23:40:59+02:00

Use the podcast player below to listen to our discussion on Caterpillar and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 8 September 2022) When it comes to iconic brands in the real economy, Caterpillar is right up there. You’ll even find it at your local toy store, getting kids excited with all kinds of yellow machinery. There’s more to the business than just diggers and trucks, as Caterpillar even plays in the marine industry. With a core business focusing on mining, energy and infrastructure, Caterpillar is exposed to the nuts and bolts of the economy. This [...]

Caterpillar: Playing the Cycles2022-09-07T23:40:59+02:00
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