Having started Augustusville in March, the portfolio is down 8.6% for H1 2022. Here is an update with some thoughts on performance, positions & the market
Hey Carsten, just wanted to say great blog and post! I found your blog recently and discovered I own some similar positions. I too believe that companies are not overly cheap at the moment, but I'm finding some interesting special situations like ALJ Regional.
Hey Carsten, just wanted to say great blog and post! I found your blog recently and discovered I own some similar positions. I too believe that companies are not overly cheap at the moment, but I'm finding some interesting special situations like ALJ Regional.
Your opinion to Admiral would be interesting.