I give you my sincere congratulations for the page and thank you for sharing your ideas and portfolio.
You just gained another loyal reader :)
It was interesting to find in your portfolio some little known companies that I also have in my portfolio like ALWEC, ODET and Endor. I have learned a lot from Mr David Waters (Alluvial) where I stole some ideas and I will certainly learn a lot from you (today i buy UMDK, that seems a good story).
Very interesting, I shall read you more often now.
We share investments in Admiral Group and United Mobility (with the latter, though, I opened only a small position, as I was put off by Investor Relations not answering me).
Good win on TIM! Consider Livechat or Grupa Pracuj as replacement in Poland or Legrand as replacement in electricals distribution.
am curious what prevented further adds to p10 ? has been tempting.
I give you my sincere congratulations for the page and thank you for sharing your ideas and portfolio.
You just gained another loyal reader :)
It was interesting to find in your portfolio some little known companies that I also have in my portfolio like ALWEC, ODET and Endor. I have learned a lot from Mr David Waters (Alluvial) where I stole some ideas and I will certainly learn a lot from you (today i buy UMDK, that seems a good story).
All the best :)) António
Thanks for sharing! Curious your thoughts on RCS MediaGroup currently.
Very interesting, I shall read you more often now.
We share investments in Admiral Group and United Mobility (with the latter, though, I opened only a small position, as I was put off by Investor Relations not answering me).