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Nanocap Treasure Trove
Some really small companies I have come across
 • 
Carsten Mueller
3
New
Top
Community
New Positions: IDT and United Internet
Alternative Telcos for the portfolio
 • 
Carsten Mueller
4
Performance Update & Market Comment H1 2023
A tough market and the case for screens
 • 
Carsten Mueller
3
Portfolio Update June 2023
Buys and sells in the last 3 months
 • 
Carsten Mueller
7
Nilörngruppen
Labelled to outperform?
 • 
Carsten Mueller
Legal & General Group
A Pension Risk Transfer Company with great numbers and a not-so-easy story
 • 
Carsten Mueller
8
Dissecting the Bolloré Universe
Diving into the Bolloré/Odet complex
 • 
Carsten Mueller
12
Portfolio Update
State of Play - 24 March 2023
 • 
Carsten Mueller
8
The Superinvestors of Augustusville
The Superinvestors of Augustusville
Thoughts & Ideas on investing with a focus on global small, micro and nano caps and special situations.
Recommendations
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Emerging Value
Emerging Value
Olivier at Emerging Value
ToffCap
ToffCap
ToffCap
French Hidden Champions
French Hidden Champions
Jeremy
Turtles all the way down!
Turtles all the way down!
IJW
Michael`s stock safari in GARP-Country
Michael`s stock safari in GARP-Country
Michael

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