Tiago Dias@tiagodiasMarch 23I'm back, with an annual report and a rebrandhttps://www.shade-research.com/p/2023-annual-report?r=hh2wk&utm_campaign=post&utm_medium=webwww.shade-research.com2023 Annual ReportA comeback and a rebrand0123456789
Tiago Dias@tiagodias06/17/2023Air Products and ChemicalsLet's take a look back at $APD and see whether or not this industrial company is worth paying up for.#Investing #Stocks #StockMarket #ValueInvesting #Dividendshttps://open.substack.com/pub/tiagodias/p/a-look-back-at-air-products-and-chemicals?r=hh2wk&utm_campaign=post&utm_medium=webopen.substack.comShade Research | Tiago Dias | SubstackResearching and investing in undervalued securities. Click to read Shade Research, by Tiago Dias, a Substack publication with hundreds of subscribers.0123456789
Tiago Dias@tiagodias12/14/2022Greif, Inc.This old barrelmaker has been around for centuries, and it's likely to still be chugging along long into the future.$GEFhttps://open.substack.com/pub/tiagodias/p/greif?r=hh2wk&utm_campaign=post&utm_medium=webopen.substack.comShade Research | Tiago Dias | SubstackResearching and investing in undervalued securities. Click to read Shade Research, by Tiago Dias, a Substack publication with hundreds of subscribers.DividendFundamentalIndustrials0123456789
Tiago Dias@tiagodias10/15/2022Leggett & Platthttps://tiagodias.substack.com/p/leggett-and-plattLet's take a look at Leggett & Platt, a Dividend King with a boring business model!tiagodias.substack.comLeggett & PlattA boring company with a boring business modelDividendFundamentalIndustrials0123456789
Tiago Dias@tiagodias05/07/2022Texas InstrumentsLet's take a look at Texas Instruments, a semi-conductor company with a highly efficient capital allocation strategy!https://tiagodias.substack.com/p/texas-instruments?r=hh2wk&s=w&utm_campaign=post&utm_medium=web$TXN #Investing #Stocks #Semiconductors #Dividends #StockMarketBlue ChipFundamental3 0123456789Heavy Moat Investments@stonkmetal05/07/2022Good article, TXN is one of my top 5 positions and I recently published an article about it. Take a look at their CapEx roadmap (can be found in their IR capital management presentation). They aim to double revenues until the end of the decade, while improving margins further. https://seekingalpha.com/article/4501400-texas-instruments-is-a-vertical-integration-and-capital-allocation-master-class+ 2 comments
Heavy Moat Investments@stonkmetal05/07/2022Good article, TXN is one of my top 5 positions and I recently published an article about it. Take a look at their CapEx roadmap (can be found in their IR capital management presentation). They aim to double revenues until the end of the decade, while improving margins further. https://seekingalpha.com/article/4501400-texas-instruments-is-a-vertical-integration-and-capital-allocation-master-class+ 2 comments
