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Q1 Update
Some themes and thoughts
Apr 18
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Carsten Mueller
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Q1 Update
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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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February 2024
Lackluster to the Party
Portfolio Review Jan/Feb 2024
Feb 26
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Carsten Mueller
21
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Lackluster to the Party
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January 2024
Portfolio Positions - Delek US Holdings (DK)
Disclaimer: This is not investment advice. The author holds a position in Delek US Holdings shares at the time of writing. Invesment in these shares is…
Jan 11
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Carsten Mueller
25
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Portfolio Positions - Delek US Holdings (DK)
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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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December 2023
My 29 stocks for 2024
Disclaimer: This is not investment advice. The author is long the shares mentioned in this article which has been written for entertainment purposes…
Dec 27, 2023
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Carsten Mueller
40
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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
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Carsten Mueller
17
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Some thoughts on positions
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November 2023
Portfolio Update
Thoughts on a few positions
Nov 5, 2023
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Carsten Mueller
10
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Portfolio Update
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September 2023
Nanocap Treasure Trove
Some really small companies I have come across
Sep 8, 2023
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Carsten Mueller
23
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Nanocap Treasure Trove
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August 2023
New Positions: IDT and United Internet
Alternative Telcos for the portfolio
Aug 14, 2023
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Carsten Mueller
16
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New Positions: IDT and United Internet
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July 2023
Performance Update & Market Comment H1 2023
A tough market and the case for screens
Jul 28, 2023
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Carsten Mueller
19
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Performance Update & Market Comment H1 2023
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June 2023
Portfolio Update June 2023
Buys and sells in the last 3 months
Jun 27, 2023
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Carsten Mueller
21
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Portfolio Update June 2023
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