I screened 7 global blue chips with a value/growth balance using my PASS and Buffett-style filters. Here’s the verdict:

🔝 1. Chocoladefabriken Lindt & Sprüngli ($LISP (+1,17 %) )

🟩 Score: 89 – Excellent

📈 WB Score: 7 (Grade B)

📌 Insider-led, durable moat, elite brand.

🚨 BUT: Price per share (CHF 12,210!) makes it impractical for my strategy.

🥈 2. Nestlé ($NESN (+0,5 %) )

🟨 Score: 75 – Strong

📈 WB Score: 4 (Grade D)

⚖️ Balanced income with global stability. Mildly overvalued but still attractive.

🥉 3. Mondelez ($MDLZ (+0,5 %) )

🟨 Score: 70 – Strong

📈 WB Score: 4 (Grade D)

🍫 Snack leader with consistent cash flows. Mildly overvalued, but solid anchor.

⚖️ Honorable Mentions

• Roche ($ROG (+2,01 %) ) – ⚖️ Fairly priced, insider-led, great pipeline, but slight value trap warning.
• Zurich Insurance ($ZURN (+0,62 %) ) – Stable, shareholder-friendly.
• UBS ($UBSG (+0,5 %) ) – Riskier financial play, some trap signals.
• On Holding ($ONON (+0,29 %)) – Growth potential, but overvalued; needs close monitoring.

🧠 Strategy Notes

✅ Favoring undervalued or stable-yield stocks with clear rotation plans.

❌ LISP is a dream stock, but high entry price makes it unsuitable for my dividend + compounding approach.

But I’m convinced it would make a fine addition to a portfolio and I will keep an eye on it and have it as one of my white whales!

$OTLY (-1,43 %) and Nespresso ($NESN (+0,5 %) ) have launched a strategic collaboration with the limited-edition Oatly Barista Edition Coffee, available from January 28, 2025, in over 15 countries. This partnership combines Oatly’s leadership in plant-based drinks with Nespresso’s premium coffee expertise, catering to the rising demand for sustainable, plant-based options.

Crafted for Nespresso Vertuo machines, the coffee blend is designed to pair perfectly with Oatly’s oat drink, offering smooth, biscuity notes.

This move responds to strong market trends, with a growing number of consumers worldwide choosing plant-based milks. For investors, this collaboration highlights both brands’ commitment to innovation and sustainability. By targeting health-conscious and environmentally aware consumers, the partnership is positioned to strengthen market presence and drive growth in the premium coffee and plant-based beverage sectors.