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Quadient
Deep value, or value trap?
Jul 24
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Quadient
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“There's Always Something to Do: The Peter Cundill Investment Approach”
This was a re-reading, as I first read it more than 10 years ago when it was published. There are a lot of books that shaped my investment philosophy…
Jul 18
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“There's Always Something to Do: The Peter Cundill Investment Approach”
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Bi-weekly recap #5
Reply Far from being at risk of disruption from AI, since the initial post last September, Reply has continued its focus on cloud computing, data…
Jul 14
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Bi-weekly recap #5
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VIB Vermögen AG
It can’t be that cheap, can it?!?
Jul 5
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VIB Vermögen AG
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June 2024
Bi-weekly recap #4
Intermediate Capital Group ICG had another banner year (FY end is March 2024): AUMs were up +22% to US$98bn, fee-earning AUM up +11% to US$98bn and…
Jun 29
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Bi-weekly recap #4
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CIR (correction)
Not sure if I sent the post correctly (I’m still learning to use the new paywall functionality, sorry…), but here is the link to the latest post…
Jun 21
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Mr Market Miscalculates
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CIR (correction)
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CIR
Overlooked with underpriced private assets
Jun 21
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CIR
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Going paid
As anticipated in a previous post, after two and a half years (the first post debuted here on Substack in December 2021) and 36 companies analysed, I’ve…
Jun 20
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Going paid
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Bi-weekly recap #3
Grupo Catalana Occidente Since the initial post more than two years ago, Grupo Catalana Occidente has continued doing what it does best: grow its…
Jun 14
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Bi-weekly recap #3
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"Engines That Move Markets"
A book review
Jun 10
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"Engines That Move Markets"
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Macro post: China
“Reflation & The New World Monetary Order”
Jun 6
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Macro post: China
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Bi-weekly recap #2
Sensirion
Jun 1
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Bi-weekly recap #2
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