The Shares Researcher

Last year, high-flying stocks decreased significantly while old, “boring”, cash flow generative businesses fared much better. Since starting this blog, the objective has always been to find cash generative companies with robust prospects available at a cheap valuation. Let’s look at some of the companies that have been mentioned on here: Fuchs Petrolub: Shortly after the initial mentioning of Fuchs on this blog, the company initiated a share buyback program and has been continuously buying back shares on the market. So far, the timing has been excellent – bravo, Fuchs! In October, the firm also reiterated its guidance and was able to pass through higher costs to a large degree. Altice USA: So far, this company has been the biggest losers since the initial mentioning of this stock on this blog. The elephant in the room is clearly the big debt load, followed by shrinking revenues. With a market cap of slightly above $2 billion, there is a lot of optionality in the company if things d...

Intro There is not much of an introduction needed for Warner Bros. since probably everybody is familiar with the name. Warner Bros. Discovery is an entertainment company which creates as well as distributes content on TV, film or streaming. The portfolio consists, amongst others, of Discovery Channel, CNN, HBO or Warner Bros. Pictures. Recently, however, there was a big change in the company: In 2021, Discovery acquired WarnerMedia from AT&T and combined Warner with Discovery. Former AT&T shareholders ended up with around 71% of the new Warner Bros. Discovery company. Since trading of the new Warner Bros. Discovery started in spring 2022, the stock price mainly knew one direction: down. As a result, in a bit less than a year, the stock lost around 60% of its value. One reason might be the lack of a dividend payment, which former AT&T shareholders may not appreciate and made them sell their shares.   Valuation Due to the merger, there is currently some uncert...