Mr Market Miscalculates
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GN Store Nord: Quick update
Private placement of new shares
May 25
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Mr Market Miscalculates
2
Blackstone Loan Financing Limited
Attractive yield, but discount is illusory
May 15
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Mr Market Miscalculates
3
SimCorp: Quick update
Offer from Deutsche Börse
May 2
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Mr Market Miscalculates
1
April 2023
Fondul Proprietatea
A Romanian infrastructure-focused closed-end fund
Apr 24
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5
1
Sensirion
The smart sensor solutions company
Apr 11
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1
2
February 2023
Acomo NV
Want to spice up your portfolio?
Feb 16
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5
5
January 2023
Société BIC
Value, or value trap?
Jan 31
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3
Sofina
From investment company to hybrid VC fund
Jan 13
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2
2
December 2022
Book Club 2023
A review of some financial books I read this year
Dec 30, 2022
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Mr Market Miscalculates
GN Store Nord
Attractive markets, depressed price: but is it also cheap?
Dec 14, 2022
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1
November 2022
Siltronic AG
An alternative way to profit from the boom in semiconductors, at just 7x earnings?
Nov 22, 2022
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3
October 2022
Bonheur ASA
Another Norwegian renewables play
Oct 27, 2022
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Mr Market Miscalculates
2
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