Archive - The Superinvestors of Augustusville

Performance Review 2024

Great year for the markets - kinda average for Augustusville

Jan 13 •

Carsten Mueller

My 26 positions to start 2025

Disclaimer: This is not investment advice.

Jan 7 •

Carsten Mueller

November 2024

Bottom Fishing in Sick Man's Land

A Winter's Tale on Germany and German companies

Nov 24, 2024 •

Carsten Mueller

Disclaimer: This is not investment advice.

Nov 1, 2024 •

Carsten Mueller

September 2024

Growing Nanocap in a dying industry?

Sep 30, 2024 •

Carsten Mueller

August 2024

Recap and thoughts on what has been happening in the Bolloré Universe

Aug 18, 2024 •

Carsten Mueller

July 2024

Portfolio & Performance H1 2024

Comments on positions and thoughts on contrarianism

Jul 14, 2024 •

Carsten Mueller

April 2024

Some themes and thoughts

Apr 18, 2024 •

Carsten Mueller

March 2024

Nordwest Handel AG

One for the "Boring" Basket

Mar 16, 2024 •

Carsten Mueller

February 2024

Lackluster to the Party

Portfolio Review Jan/Feb 2024

Feb 26, 2024 •

Carsten Mueller

January 2024

Portfolio Positions - Delek US Holdings (DK)

Disclaimer: This is not investment advice.

Jan 11, 2024 •

Carsten Mueller

Performance Review 2023

2024 - Year of the Crocodile

Jan 6, 2024 •

Carsten Mueller

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