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This is Palm-Investment, a brand new site where I will share my investment ideas.

Investment philosophy is based on:

• High returns on invested capital
• Deep Moats Monopoly/Duopoly
• Good Management-Team/CEO
• High Gross Margins
• High Operative Margins
• Dividend Growth
• Decent Valuation
• Long Term Ownership

Start on 22.05.23

Holdings

Union Pacific (UNP) at 181.50Euro

Nintendo (NTDOF) at 40.70 Euro

Otis Worldwide (OTIS) at 77,70 Euro

Philip Morris (PM) at 86 Euro

United Rentals (URI) at 316 Euro

Lowe's (LOW) at 189 Euro

Watchlist:

Home Depot

Microsoft

Tencent

Amazon

Ferrari

Costco

Berkshire

Novo Nordisk

Mastercard

Visa