Arjan Bartlema
SBM is a sharemarket darling, but a Sell with us
SBM Offshore is rated a Buy or Strong Buy by many analysts. In the magazine for investors Effect (issue 6 June 2023), SBM Offshore is...
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Arjan Bartlema
- Jun 7
- 1 min
Majorel shoots up 40%
On Wednesday 26 April 2023 after a takeover bid the price of the somewhat unknown Majorel Group Luxembourg S.A. spiked. Just a month...
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Arjan Bartlema
- Jun 7
- 2 min
𝐈 𝐚𝐬𝐤𝐞𝐝 𝐂𝐡𝐚𝐭𝐆𝐏𝐓 𝐭𝐨 𝐰𝐫𝐢𝐭𝐞 𝐚𝐧 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐚𝐛𝐨𝐮𝐭 𝐠𝐢𝐟𝐟𝐞𝐧 𝐠𝐨𝐨𝐝𝐬
Giffen goods are a peculiar phenomenon in economics where an increase in the price of a good leads to an increase in its quantity...
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Arjan Bartlema
- Jun 7
- 1 min
Momentum is your friend
Our Quant model generates an active return of ~10% p.a. on average, over the medium term. And now Momentum is an additional filter that...
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Arjan Bartlema
- Jun 7
- 2 min
Build a best of breed company in a dematerialising world (cont)
I used the Christmas break to ponder what such a company would be. As this is the follow-up of the last post please see the earlier post...
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Arjan Bartlema
- Jun 7
- 1 min
Build a best of breed company in a dematerialising world
First of all, there is no perfect company. Only a company that responds perfectly to its ever changing environment. And boy, is our...
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Arjan Bartlema
- Nov 30, 2022
- 1 min
𝐑𝐚𝐧𝐝𝐬𝐭𝐚𝐝 𝐍𝐕 𝐬𝐭𝐚𝐧𝐝 𝐨𝐮𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫
Randstad NV has been performing solidly since it has been an Outperform in Sept '22 and was added to our portfolio. It has a fortress...
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Arjan Bartlema
- Apr 15, 2022
- 1 min
Creative destruction Squared
We live in a changing world, massively changing. Where business models need to adapt to digital or falter. When Joseph Schumpeter coined...
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Arjan Bartlema
- Mar 31, 2022
- 1 min
PEAD-effect - another trap to avoid
In financial economics and accounting research, post–earnings-announcement drift or PEAD (also named the SUE effect) is the tendency for...
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Arjan Bartlema
- May 25, 2021
- 3 min
Why Everything That Should Hurt Bitcoin Only Makes It Stronger
Bitcoin loves being attacked. Bitcoin especially likes it when something tries to kill it. And it’s also very fond of people trying to...
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Tomer Strolight
- Apr 14, 2021
- 3 min
Why Bitcoin is the Path to Economic Stability
“Bitcoin is extremely volatile” say the journalists, economists and bankers. Is it though? If you were on a boat that was being tossed...
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Arjan Bartlema
- Apr 14, 2021
- 1 min
Bitcoin - digital gold
Bitcoin is growing up. It is therefore more than 10 years old and cannot be ignored. In fact, it can never be removed. It is the new...
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Arjan Bartlema
- Apr 14, 2021
- 1 min
Ctac small but cool
Ctac has been an Outperform for some time now. A great Dutch company operating in the IT / cloud sector. A clear growth market with...
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Arjan Bartlema
- Apr 14, 2021
- 1 min
Microcaps that are Outperform
At ACM-NL we monitor all Dutch shares. Also called the very small, micro caps. These are usually not mentioned in our research sheets...
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Arjan Bartlema
- Apr 14, 2021
- 1 min
Signify, a wonderful share
The former Philips lighting division is doing wonderfully well. Perhaps the new working from home will cause sales to steadily increase....
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Arjan Bartlema
- Apr 14, 2021
- 1 min
Signify, a wonderful share
The former Philips lighting division is doing wonderfully well. Perhaps the new working from home will cause sales to steadily increase....
12 views0 comments
Arjan Bartlema
- Apr 14, 2021
- 1 min
Micro-caps that are Outperform
At ACM-NL we monitor all Dutch shares. Also called the very small, micro caps. These are usually not mentioned in our research sheets...
3 views0 comments
Arjan Bartlema
- Apr 14, 2021
- 1 min
Ctac N.V. small but cool
Ctac has been an Outperform for some time now. A great Dutch company operating in the IT / cloud sector. A clear growth market with...
9 views0 comments
Arjan Bartlema
- Apr 14, 2021
- 1 min
Bitcoin - digital gold
Bitcoin is growing up. It is therefore more than 10 years old and cannot be ignored. In fact, it can never be removed. It is the new...
4 views0 comments
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