Mr Market Miscalculates

Mr Market Miscalculates

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Bure Equity AB
Well managed and some interesting holdings, but you can easily DIY
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Mr Market Miscalculates
Gerresheimer AG
A short(er) note: potential activist catalyst, but will require time
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Mr Market Miscalculates
Payton Planar Magnetics
Cheap and boring (good!), but need “something” to unlock value
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Mr Market Miscalculates
Monthly recap #9
An update on a previously discussed company, and other interesting things from May
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Mr Market Miscalculates
AAK
Fat is beautiful! (but is the company over-earning?)
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Mr Market Miscalculates
Clarkson plc
Asset-light compounder currently tangled in the tariffs’ uncertainty
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Mr Market Miscalculates
Monthly recap #8
Some updates on previously discussed companies, and other interesting things from April
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Mr Market Miscalculates
Mr Market Miscalculates
Mr Market Miscalculates
Investing in unloved, overlooked or under-followed European companies
Recommendations
View all 10
Net Interest
Net Interest
Marc Rubinstein
Value Situations
Value Situations
Conor Maguire
A Peek Behind the Numbers
A Peek Behind the Numbers
Behind the Numbers
TheOldEconomy Substack
TheOldEconomy Substack
Mihail Stoyanov
The Last Bear Standing
The Last Bear Standing
The Last Bear Standing

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