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

• 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.

• 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?

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Written Post: http://stockpickinginsights.com/altri-production-costs-overview

0:00 Intro

0:17 Summary

3:30 Altri production costs

7:54 Summing it up

9:05 Action points

• Altri produces mainly BHKP, most of which BEKP;
• Altri’s operational costs are ~500€/ton;
• Its operational efficiency gains are getting more and more limited.

• Is the product that my companies make a commodity?
• What’s the production cost of the commodity producers in my portfolio?
• Are gains from operational efficiencies being exhausted, slowing/eliminating future gains?

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Written Post: http://stockpickinginsights.com/inditex-shipping-and-returns-analysis

00:00 Intro

00:10 Summary

03:15 Inditex shipping and returns: Europe

07:34 Inditex shipping and returns: United Kingdom (UK)

12:30 Inditex shipping and returns: United States (US)

15:16 To sum it up

18:19 Action points

• Inditex (Zara) ships the fastest, and is the most flexible when it comes to returns;
• Nike has free shipping and return, supported by the price premium of its great brand;
• Boohoo competes well in its home country (UK) with its subscription service;
• H&M is similar to Zara, Uniqlo isn’t competitive and Shein is the typical low-cost retailer.

• Are shipments and returns important for the companies in my portfolio? If yes,do the companies I own have defensible shipment/return competitive advantages?
  are they globally competitive, or only in their home country?
  are they offering differentiated services like same-day delivery, subscriptions or point schemes?
  
• What’s the impact of shipments and returns in my company’s margins?

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

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