Mr Market Miscalculates

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Deep value, or value trap?
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Mr Market Miscalculates
“There's Always Something to Do: The Peter Cundill Investment Approach”
This was a re-reading, as I first read it more than 10 years ago when it was published. There are a lot of books that shaped my investment philosophy…
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Mr Market Miscalculates
Bi-weekly recap #5
Reply Far from being at risk of disruption from AI, since the initial post last September, Reply has continued its focus on cloud computing, data…
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Mr Market Miscalculates
VIB Vermögen AG
It can’t be that cheap, can it?!?
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Mr Market Miscalculates
Bi-weekly recap #4
Intermediate Capital Group ICG had another banner year (FY end is March 2024): AUMs were up +22% to US$98bn, fee-earning AUM up +11% to US$98bn and…
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Mr Market Miscalculates
CIR (correction)
Not sure if I sent the post correctly (I’m still learning to use the new paywall functionality, sorry…), but here is the link to the latest post…
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Mr Market Miscalculates
CIR
Overlooked with underpriced private assets
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Mr Market Miscalculates
Going paid
As anticipated in a previous post, after two and a half years (the first post debuted here on Substack in December 2021) and 36 companies analysed, I’ve…
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Mr Market Miscalculates
2
Mr Market Miscalculates
Mr Market Miscalculates
Investing in unloved, overlooked or under-followed European companies
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