Year-end review 2024

A recap of everything discussed here

Links to companies analysed this year (in chronological order)

1. HBM Healthcare Investments

2. ALK-Abelló A/S

3. Assystem SA

4. INDUS Holding

5. CIR

6. VIB Vermögen

7. Quadient

8. Irish Continental Group

9. Stranger Things

10. VEON

11. BioGaia

12. ISS A/S

13. SoftwareONE

14. AcadeMedia

15. Grifols

16. AB Dynamics

Plus a couple of macro posts on China (“Reflation & The New World Monetary Order”) a…