Deep dives into some unloved, overlooked or misunderstood European companies, with occasionally quality/multi-decade compounders. Companies will mostly span the small- and mid-cap space, but will also touch some micro-caps as well.
The goal is to turn over as many rocks as possible: my plan is to have a new deep dive every 10/14 days (hopefully), interesting businesses that can be further discussed and have a healthy debate on their merits (or lack of). None of these will be guaranteed winners or losers but the writing will give you a starting point to do your own analysis.
This is NOT a stock picking service, but more the public journal of my investment thoughts and (very long) watchlist. Maybe I’ll invest in some of these companies, maybe I won’t. Maybe I’ll try to monetise the content, maybe I won’t. Either way, invest at your own risk.
What you will not find here are macro calls on what will happen to equities, rates, commodities or other; you will also not find daily comments on markets or weekly updates on the companies covered (that is not my investment approach).
In any case, I hope you enjoy it. This is intended for education purposes only and is not financial advice in any sense (make your own decisions!).
PS: the name of this blog is obviously a tribute to James Grant's excellent book.
About the Author
I am a former PM & analyst, now a private investor: in my career I covered both equity and credit strategies, and I’ve been on both the sell- and the buy-side.
I’m a value investor at hearth (“Price is what you pay. Value is what you get.”).
“For every complex problem there is a simple solution. And it's almost always wrong.”
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