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ALK-Abelló A/S
Expensive, but still worth a look
Apr 22
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February 2024
HBM Healthcare Investments
Healthcare specialist with a public/private approach
Feb 15
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December 2023
Book Club 2024
A mix of new and older books, including some classics
Dec 22, 2023
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Ipsos
Decent story, compelling valuation
Dec 7, 2023
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November 2023
Corporación Financiera Alba
Big discount to NAV, but not a convincing investment case
Nov 9, 2023
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October 2023
Intermediate Capital Group
Under the radar but fast-growing player in an attractive industry
Oct 11, 2023
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September 2023
Reply
Temporarily overlooked long-term compounder?
Sep 18, 2023
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August 2023
Sensirion: quick update
Another one bites the dust…
Aug 1, 2023
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July 2023
OVH Groupe
Not everything cloud is gold
Jul 28, 2023
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Acomo: Quick update
H1 2023 numbers down
Jul 27, 2023
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Bakkafrost: quick update
Q2 (and Q3?) profit warning
Jul 19, 2023
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Kinepolis Group NV
One of cinemas’ last stands: good enough to survive (and thrive)?
Jul 12, 2023
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