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Bottom Fishing in Sick Man's Land
A Winter's Tale on Germany and German companies
10 hrs ago
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Carsten Mueller
28
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Bottom Fishing in Sick Man's Land
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14
Q3 Update
Disclaimer: This is not investment advice.
Nov 1
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Carsten Mueller
21
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Q3 Update
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2
September 2024
Namsys Inc
Growing Nanocap in a dying industry?
Sep 30
•
Carsten Mueller
13
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Namsys Inc
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3
August 2024
OpDETe
Recap and thoughts on what has been happening in the Bolloré Universe
Aug 18
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Carsten Mueller
20
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OpDETe
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July 2024
Portfolio & Performance H1 2024
Comments on positions and thoughts on contrarianism
Jul 14
•
Carsten Mueller
28
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Portfolio & Performance H1 2024
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April 2024
Q1 Update
Some themes and thoughts
Apr 18
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Carsten Mueller
23
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Q1 Update
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5
March 2024
Nordwest Handel AG
One for the "Boring" Basket
Mar 16
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Carsten Mueller
17
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Nordwest Handel AG
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11
February 2024
Lackluster to the Party
Portfolio Review Jan/Feb 2024
Feb 26
•
Carsten Mueller
21
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Lackluster to the Party
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4
January 2024
Portfolio Positions - Delek US Holdings (DK)
Disclaimer: This is not investment advice.
Jan 11
•
Carsten Mueller
26
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Portfolio Positions - Delek US Holdings (DK)
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11
Performance Review 2023
2024 - Year of the Crocodile
Jan 6
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Carsten Mueller
21
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Performance Review 2023
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4
December 2023
My 29 stocks for 2024
Disclaimer: This is not investment advice.
Dec 27, 2023
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Carsten Mueller
41
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My 29 stocks for 2024
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Some thoughts on positions
Odet, Funkwerk, Delfi and more...
Dec 15, 2023
•
Carsten Mueller
17
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Some thoughts on positions
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