Mr Market Miscalculates
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Book review: “Fortune’s Formula”
The Untold Story of the Scientific Betting System That Beat the Casinos and Wall Street
Apr 21
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Pomegranate Investment AB
Time to bet on a new Iran?
Apr 10
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Monthly recap #19
An update on some previously discussed companies, and other interesting things from March
Apr 1
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March 2026
Auction Technology Group Plc
Potential catalyst ahead?
Mar 31
6
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Acast AB
Helping podcast creators monetise their content
Mar 12
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February 2026
Monthly recap #18
An update on two previously discussed Swiss companies, and other interesting things from February
Feb 28
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Robotics & Automation: intralogistics edition
3 solid European SMID names and one more speculative (plus other companies)
Feb 19
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January 2026
Monthly recap #17
An update on two previously discussed companies, and other interesting things from January
Jan 31
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Jenoptik AG
From diversified tech group to photonics pure play
Jan 30
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Renew Holdings Plc
Underfollowed and underrated value-accretive compounder
Jan 14
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December 2025
Year-end recap 2025
Everything discussed this year (and some more readings)
Dec 31, 2025
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Book Club 2025
In what is now an annual tradition, my year-end review of the best finance books I read in 2025: Book Club 2025 [as always, the book cover icons have a…
Dec 29, 2025
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