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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
View all 8
Michael`s stock safari in GARP-Country
Michael`s stock safari in GARP-Country
Michael
Turtles all the way down!
Turtles all the way down!
IJW
Emerging Value
Emerging Value
Olivier at Emerging Value
Mr Market Miscalculates
Mr Market Miscalculates
Mr Market Miscalculates
French Hidden Champions
French Hidden Champions
Jeremy

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