Mr Market Miscalculates

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ALK-Abelló A/S
Expensive, but still worth a look
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Mr Market Miscalculates
HBM Healthcare Investments
Healthcare specialist with a public/private approach
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Mr Market Miscalculates
Book Club 2024
A mix of new and older books, including some classics
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Mr Market Miscalculates
Ipsos
Decent story, compelling valuation
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Mr Market Miscalculates
Corporación Financiera Alba
Big discount to NAV, but not a convincing investment case
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Mr Market Miscalculates
1
Intermediate Capital Group
Under the radar but fast-growing player in an attractive industry
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Mr Market Miscalculates
Reply
Temporarily overlooked long-term compounder?
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Mr Market Miscalculates
5
Sensirion: quick update
Another one bites the dust…
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Mr Market Miscalculates
Mr Market Miscalculates
Mr Market Miscalculates
Investing in unloved, overlooked or under-followed European companies
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