Book Club 2024
10 micro-caps for 2025
AB Dynamics
Monthly recap #3
Grifols
AcadeMedia
Monthly recap #2
SoftwareONE
ISS A/S
Book review: “The Art of Execution”
BioGaia
Monthly recap #1
VEON
Macro post – Soft landing, sure, but will rates go as low as markets imply?
Bi-weekly recap #8
Stranger Things
“Default: The Landmark Court Battle over Argentina’s $100 Billion Debt Restructuring”
Bi-weekly recap #7
Irish Continental Group
Bi-weekly recap #6
Quadient
“There's Always Something to Do: The Peter Cundill Investment Approach”
Bi-weekly recap #5
VIB Vermögen AG
Bi-weekly recap #4
CIR (correction)
CIR
Going paid
Bi-weekly recap #3
"Engines That Move Markets"
Macro post: China
Bi-weekly recap #2
INDUS Holding
Bi-weekly recap #1
Assystem SA
ALK-Abelló A/S
HBM Healthcare Investments
