Archive - Mr Market Miscalculates

Monthly recap #10

An update on two previously discussed companies, and more interesting things from June

Jul 1 •

Mr Market Miscalculates

June 2025

Well managed and some interesting holdings, but you can easily DIY

Jun 27 •

Mr Market Miscalculates

Gerresheimer AG

A short(er) note: potential activist catalyst, but will require time

Jun 13 •

Mr Market Miscalculates

Payton Planar Magnetics

Cheap and boring (good!), but need “something” to unlock value

Jun 5 •

Mr Market Miscalculates

Monthly recap #9

An update on a previously discussed company, and other interesting things from May

Jun 1 •

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

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