Thank you for sharing your honest and insightful update on your thoughts and ideas! Very much appreciated, there is always a lot to learn for me and this substack is a great source of inspiration.
Thank you for the article. Took the same hit with Spirit.
Concerning financial education, I think it is a great idea and it is a too little taught subject.
If you see the number of Merkur et al. "Spielhöllen", also in very good locations in city centers, it becomes more than obvious what kind of size this industry has.
Many thanks for sharing! How did you handle your position in the merger arbitrage in Capri Holdings? In my view as price is lower and time to closing should be shorter it is even more attractive now. I don't see any reason why it should be blocked given that we have LVMH as a competitor that is much larger. Running a medium sized position there and would appriciate your thoughts!
Thank you for sharing your honest and insightful update on your thoughts and ideas! Very much appreciated, there is always a lot to learn for me and this substack is a great source of inspiration.
This means a lot to me. Thanks. Nintendo is also part of my Japan MAG5 with Kamigumi, Yamada, overpriced Fast Retailing and an undisclosed position.
Thank you for the article. Took the same hit with Spirit.
Concerning financial education, I think it is a great idea and it is a too little taught subject.
If you see the number of Merkur et al. "Spielhöllen", also in very good locations in city centers, it becomes more than obvious what kind of size this industry has.
Many thanks for sharing! How did you handle your position in the merger arbitrage in Capri Holdings? In my view as price is lower and time to closing should be shorter it is even more attractive now. I don't see any reason why it should be blocked given that we have LVMH as a competitor that is much larger. Running a medium sized position there and would appriciate your thoughts!