• 036 Investing in Timber vs Buying Pulp Stocks - European Stocks - Portuguese Stock Picks

  • Oct 20 2021
  • Length: 12 mins
  • Podcast

036 Investing in Timber vs Buying Pulp Stocks - European Stocks - Portuguese Stock Picks

Listen for free

View show details

  • Summary

  • Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks

    00:00 Intro

    00:12 Summary

    3:00 Investing in timber: oligopoly controls the market

    4:58 There is also geographical concentration…

    6:43 Final remarks

    11:45 Action points

    Summary
    • Portugal is a huge Eucalyptus Globulus producer;
    • Portuguese timber investors depend on Navigator and Altri;
    • Pulp makers have other dependencies, like BHKP prices and China.
    Action points
    • Do the companies I own depend on a few customers?
    • Do the commodities I own really protect me against inflation?
    • Am I blindly expecting land to protect me against inflation? If so, will it really?


    Spotify: https://open.spotify.com/show/2uFjecBDw6KDEYA6Zbk7ah?si=aOPLtnfPRnuhdaEF_eMeZw&nd=1

    Website: http://stockpickinginsights.com/

    Facebook: https://fb.com/stockpickinginsights

    Twitter: https://twitter.com/stockpinsights

    Instagram: https://www.instagram.com/stockpickinginsights

    #podcast #stockpicking #stocks #business #investingtips #investingstrategy #investing #fundamentalanalysis #stockmarket #stocks #stockmarkettips #stockinvesting #pod #podcasts #businesspodcast #investingpodcast #youtube #spotify #conservativeinvesting #fintwit #stockpicks
    Show more Show less
Show more Show less

What listeners say about 036 Investing in Timber vs Buying Pulp Stocks - European Stocks - Portuguese Stock Picks

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available