My 29 stocks for 2024
Some thoughts on positions
Portfolio Update
Nanocap Treasure Trove
New Positions: IDT and United Internet
Performance Update & Market Comment H1 2023
Portfolio Update June 2023
Nilörngruppen
Legal & General Group
Dissecting the Bolloré Universe
Current Portfolio
Special Situations Update
Funkwerk AG - Back on the rails?!
Year End 2022 Summary & Learnings
Ibersol - Special Situation in Portugal