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JDC Group AG ($JDC.DE)
Fast scaling platform business in the German insurtech scene
Oct 12, 2023
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JDC Group AG ($JDC.DE)
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August 2023
Golar LNG ($GLNG)
Pioneer & Market leader in floating LNG vessels, with growth plans
Aug 20, 2023
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Golar LNG ($GLNG)
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Cake Box ($CBOX.L)
Steady UK small cap with further growth potential at attractive valuation
Aug 10, 2023
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Cake Box ($CBOX.L)
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July 2023
Digital Realty Data Centers ($DLR)
Disclaimer: This blogpost is for informational purposes only and should not be considered personal financial advice.
Jul 5, 2023
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Digital Realty Data Centers ($DLR)
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Half Year 2023 - Performance overview
Never be afraid to look in the mirror and learn from your mistakes
Jul 1, 2023
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Half Year 2023 - Performance overview
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June 2023
Cofinimmo ($COFB.BR)
Sector under stress, but best positioned compared to peers to deliver value
Jun 27, 2023
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Carvana ($CVNA)
Last hurray ?
Jun 9, 2023
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May 2023
Altisource ($ASPS)
Default servicing company that should pick-up during recession times. But will it make it till the time comes?
May 9, 2023
1
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April 2023
Alphamin Resources ($AFMJF)
Tin mine with growth and low operating costs. Interesting investment if you believe tin production supply will fall short in next years
Apr 13, 2023
1
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Energy SpA ($ENY.MI)
EU small cap at reasonable valuation with strong ties to Chinese supplier in a fast growing energy market
Apr 4, 2023
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Energy SpA ($ENY.MI)
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March 2023
Atenor ($ATEB.BR)
European Office Real Estate Developer with 1 bio in stock finding it difficult to sell in current markets.
Mar 30, 2023
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Atenor ($ATEB.BR)
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Update - Direct Line Group ($DLG.L)
One of the UK market leader's in retail Motor & Home insurance
Mar 25, 2023
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Update - Direct Line Group ($DLG.L)
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