Archive - Mr Market Miscalculates

May 2025

April 2025

Construcciones y Auxiliar de Ferrocarriles SA

Another cheap(ish) European industrial, benefitting from the new green urban mobility

Apr 28 •

Mr Market Miscalculates

Swiss precision at a reasonable price

Apr 13 •

Mr Market Miscalculates

Book review: “Fidelity's World”

The Secret Life and Public Power of the Mutual Fund Giant

Apr 3 •

Mr Market Miscalculates

Monthly recap #7

Some updates on previously discussed companies, and other interesting things from March

Apr 1 •

Mr Market Miscalculates

March 2025

Antin Infrastructure Partners

Everybody loves infrastructure, just not Antin…

Mar 22 •

Mr Market Miscalculates

Potentially interesting, but short-term headwinds persist

Mar 7 •

Mr Market Miscalculates

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