Superior North LLC: Recent Episodes
Vyom Joshi
ValueInvesting #Value #Investing #Stocks #DCF #10K #IRR #ExpectedRateOfReturn #StockMarket #Buffett #Graham
Company Description: International Paper Co. (IP) is a leading global manufacturer of fiber-based packaging and pulp products. IP produces renewable fiber-based packaging and pulp products in North America, Latin America, Europe, and North Africa. It operates through Industrial Packaging (~84%…… Read More Is International Paper Company (IP) Stock A Buy?
Suburban Propane Partners, L.P., through its subsidiaries, engages in the retail marketing and distribution of propane, fuel oil, and refined fuels. The company operates in four segments: Propane, Fuel Oil and Refined Fuels, Natural Gas and Electricity, and All Other.…… Read More Is Suburban Propane (SPH) Stock A Buy? – Suburban Propane Stock Analysis
Vale S.A., together with its subsidiaries, produces and sells iron ore and iron ore pellets for use as raw materials in steelmaking in Brazil and internationally. The company operates through Ferrous Minerals and Base Metals segments. This week, I fundamentally…… Read More Is Vale (VALE) Stock A Buy? – Vale Stock Analysis
Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, wearables, and in-home devices worldwide. It operates in two segments, Family of Apps and Reality Labs.…… Read More Is Meta Platforms (META) Stock A Buy? – Meta Stock Analysis
Markel's primary business is property and casualty insurance, and the company focuses primarily on specialty lines, ranging from areas such as executive liability to commercial equine insurance. Markel uses capital generated by its insurance operations to buy noninsurance operations in…… Read More Is Markel (MKL) Stock A Buy? – Markel Stock Analysis
Spirit Airlines, Inc. is a major American ultra-low-cost carrier headquartered in Miramar, Florida, in the Miami metropolitan area. Spirit operates scheduled flights throughout the United States and in the Caribbean and Latin America. In this blog/video, we review the arbitrage…… Read More Spirit Airline (SAVE) Arbitrage Situation – Frontier Group and JetBlue Airways
Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm’s segments include aeronautics, mission systems, defense services, and space systems. I review Northrop Grumman's business, look at its key ratios, and derive the intrinsic…… Read More Is Northrop Grumman (NOC) Stock A Buy? – Northrop Grumman Stock Analysis
BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through four segments: Air Management, E-Propulsion & Drivetrain, Fuel Injection, and Aftermarket. This week, I fundamentally analyze BorgWarner's stock. I review BorgWarner's business, look at its…… Read More Is BorgWarner (BWA) Stock A Buy? – BorgWarner Stock Analysis
HP Inc. provides personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services in the United States and internationally. The company operates through three segments: Personal Systems, Printing, and Corporate Investments. This week, I…… Read More Is HP Inc (HPQ) Stock A Buy? – Hewlett Packard Stock Analysis
Barrick Gold Corporation engages in the exploration, mine development, production, and sale of gold and copper properties. It has ownership interests in producing gold mines that are located in Argentina, Canada, Côte d'Ivoire, the Democratic Republic of Congo, Dominican Republic,…… Read More Is Barrick Gold (GOLD) Stock A Buy? – Barrick Gold Stock Analysis
Illinois Tool Works Inc. manufactures and sells industrial products and equipment worldwide. It operates through seven segments: Automotive OEM, Food Equipment, Test & Measurement and Electronics, Welding, Polymers & Fluids, Construction Products, and Specialty Products. Illinois Tool Works Inc. was…… Read More Is Illinois Tool Works Inc (ITW) Stock A Buy? – Illinois Tool Works Stock Analysis
Colgate-Palmolive Company, together with its subsidiaries, manufactures and sells consumer products worldwide. The company operates through two segments, Oral, Personal and Home Care; and Pet Nutrition. Colgate-Palmolive Company was founded in 1806 and is headquartered in New York, New York.…… Read More Is Colgate-Palmolive Co (CL) Stock A Buy? – Colgate-Palmolive Stock Analysis
Caterpillar is an iconic manufacturer of heavy equipment, power solutions, and locomotives. It is currently the world’s largest manufacturer of heavy equipment with over 13% market share in 2021. The company is divided into four reportable segments: construction industries, resource…… Read More Is Caterpillar Inc (CAT) Stock A Buy? – Caterpillar Stock Analysis
Unilever PLC operates as a fast-moving consumer goods company. It operates through Beauty & Personal Care, Foods & Refreshment, and Home Care segments. The Beauty & Personal Care segment provides skin care and hair care products, deodorants, and skin cleansing…… Read More Is Unilever (UL) Stock A Buy? – Unilever Stock Analysis
JM Holdings Co., Ltd. engages in the wholesale and retail of meat, general food, fruit, fresh fish, and side dishes in Japan. The company offers seasonings, processed foods, rice, bread, sakes, noodles, eggs, dairy products, and meat products, including cow…… Read More Is JM Holdings (3539) Stock A Buy? – Japanese Stock Analysis – 株式会社 JMホールディングス
Petrobras produces and sells oil and gas in Brazil and internationally. It engages in prospecting, drilling, refining, processing, trading, and transporting crude oil from producing onshore and offshore oil fields, and shale or other rocks, as well as oil products,…… Read More Is Petrobras (PBR) Stock A Buy? – Petrobras Stock Analysis
Kinder Morgan, Inc. operates as an energy infrastructure company in North America. The company operates through four segments: Natural Gas Pipelines, Products Pipelines, Terminals, and CO2. It owns and operates approximately 83,000 miles of pipelines and 143 terminals. The company…… Read More Is Kinder Morgan (KMI) Stock A Buy? – Kinder Morgan Stock Analysis
Deere & Company manufactures and distributes various equipment worldwide. The company operates through four segments: Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services. Deere & Company was founded in 1837 and is headquartered in…… Read More Is Deere & Co (DE) Stock A Buy? – John Deere Stock Analysis
Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. It serves business, banks, credit unions, other financial institutions, merchants, and corporate clients. The company was incorporated in…… Read More Is Fiserv Inc (FISV) Stock A Buy? – Fiserv Stock Analysis
Brookfield Asset Management is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. It manages a range of public and private investment products and services…… Read More Is Brookfield Asset Management (BAM) Stock A Buy? – Brookfield Asset Management Stock Analysis
Winnebago Industries, Inc. manufactures and sells recreation vehicles and marine products primarily for use in leisure travel and outdoor recreation activities. The company manufactures Class A, B, and C motor homes along with towables, customized specialty vehicles, boats, and parts.…… Read More Is Winnebago Industries Inc (WGO) Stock A Buy? – Winnebago Stock Analysis
Dril-Quip Inc. is a manufacturer of offshore drilling and production equipment often used for deep water, harsh environments and severe service applications. Product offerings from the company consist of subsea and surface wellheads, subsea and surface production trees, subsea control…… Read More Is Dril-Quip (DRQ) Stock A Buy? – Dril-Quip Stock Analysis
Rio Tinto Group engages in exploring, mining, and processing mineral resources worldwide. The company offers aluminum, copper, diamonds, gold, borates, titanium dioxide, salt, iron ore, and uranium. It also owns and operates open pit and underground mines, mills, refineries, smelters,…… Read More Is Rio Tinto (RIO) Stock A Buy? – Rio Tinto Stock Analysis
Seneca Foods Corporation provides packaged fruits and vegetables in the United States and internationally. The company offers canned, frozen, and bottled produce; and snack chips and other food products under the private label, as well as under various national and…… Read More Is Seneca Foods (SENEB) Stock A Buy? – Seneca Foods Stock Analysis
ViacomCBS Inc. operates as a media and entertainment company worldwide. The company operates through TV Entertainment, Cable Networks, and Filmed Entertainment segments. This week, I fundamentally analyze ViacomCBS Inc.'s stock. I review ViacomCBS' operating segments, look at its key ratios,…… Read More Is ViacomCBS (VIAC) Stock A Buy? – ViacomCBS Stock Analysis
Danimer Scientific was a company that went public via a Special Purpose Acquisition Company (SPAC). In 2021, David Einhorn, a famous value investor, added more of Danimer's stock to his portfolio. So, in this video, I review Danimer Scientific's 10-K…… Read More Is Danimer Scientific (DNMR) Stock A Buy? – Danimer Scientific Analysis
This week, I find the intrinsic value of Berkshire Hathaway (BRK) using the DCF method that's taught in business school and compare that valuation with the way famous value investors like to find intrinsic value of companies. In the first…… Read More Intrinsic Value of Berkshire Hathaway (BRK)
POSCO is the largest steel producer in South Korea and one of the top steel producers globally. It mainly produces flat steel and stainless steel from its two integrated steel facilities. It is exposed to the auto, shipbuilding, home appliance,…… Read More Is POSCO (PKX) Stock A Buy? – POSCO Stock Analysis
USD Partners LP is engaged in energy-related logistics assets which include rail terminals and other midstream infrastructure. The company operates its business through two reportable segments Terminalling Services and Fleet Services. The Terminalling Services segment operates Hardisty and Casper terminal…… Read More Is USD Partners LP (USDP) Stock A Buy? – Stock With 9% Dividend Yield
Verizon Communications Inc. offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service plans; internet access on notebook computers and tablets; wireless equipment, including smartphones and…… Read More Is Verizon (VZ) Stock A Buy? – Verizon Stock Analysis
International Paper Company operates as a paper and packaging company primarily in United States, the Middle East, Europe, Africa, Pacific Rim, Asia, and rest of the Americas. It operates through three segments: Industrial Packaging, Global Cellulose Fibers, and Printing Papers.…… Read More Is International Paper (IP) Stock A Buy? – International Paper Stock Analysis
This week, I summarize the key takeaways from Warren Buffett's 1959 letter to this limited partners from his Buffett Partnership days. Warren Buffett wrote letters to his partners to inform them about his though process, investments, performance, etc. The Buffett…… Read More 1959 Buffett Partnership Letter – Analysis & Key Takeaways
This week, I summarize the key takeaways from Warren Buffett's 1957 letter to this limited partners from his Buffett Partnership days. Warren Buffett wrote letters to his partners to inform them about his though process, investments, performance, etc. The Buffett…… Read More 1957 Buffett Partnership Letter – Analysis & Key Takeaways
This week, I summarize the key takeaways from Warren Buffett's 1958 letter to this limited partners from his Buffett Partnership days. Warren Buffett wrote letters to his partners to inform them about his though process, investments, performance, etc. The Buffett…… Read More 1958 Buffett Partnership Letter – Analysis & Key Takeaways
This week, I review a speculative approach that Benjamin Graham and David Dodd discuss in the Security Analysis. I apply this concept to Cleveland Cliffs (CLF), and perform a fundamental analysis on the company. I also review various key ratios,…… Read More Top Heavy Capital Structure Speculation – Security Analysis – Cleveland Cliffs Stock (CLF)
C.I. Medical develops, manufactures, and sells dental care products in Japan. The company offers toothbrushes; and other dental care products through mail order sales. It serves medical cooperatives, dental clinics, dental associations, health centers, dental colleges, hospitals, veterinary clinics, nursing…… Read More Is CI Medical (3540) Stock A Buy? – CI Medical Stock Analysis
Panasonic is a conglomerate that has diversified from its consumer electronics roots. It has five main business units: appliances (air conditioners, refrigerators, laundry machines, and TVs); life solutions (LED lighting, housing systems, and solar panels; connected solutions (PCs, factory automations,…… Read More Is Panasonic Corp (6752) Stock A Buy? – Panasonic Stock Analysis
PetroChina Company Limited, together with its subsidiaries, engages in a range of petroleum related products, services, and activities in Mainland China and internationally. It operates through Exploration and Production, Refining and Chemicals, Marketing, and Natural Gas and Pipeline segments. The…… Read More Is PetroChina (PTR) Stock A Buy? – PetroChina Stock Analysis
Shinoken Group engages in the real estate, general contractor, energy, and life care businesses in Japan and internationally. It designs, constructs, purchases, rents, manages, and sells apartments and condominiums; and offers debt guarantee services, as well as short-term insurance for…… Read More Is Shinoken Group (8909) Stock A Buy? – Shinoken Group Stock Analysis
Daito Koun operates as a logistics company in Japan. The company engages in the port transportation, transportation, warehousing, customs clearance, freight car transportation, packing, waste collecting, food freezing and refrigeration, worker dispatch, and non-life insurance agency businesses. It is also…… Read More Is Daito Koun (9367) Stock A Buy? – Daito Koun Stock Analysis