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Alaric’s Picks (With Some Risks)

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Business Breakdowns
Deep-Dives
EU Expert

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Summary

Sector Generalists
Content Type Analysis
Website Substack
Paywall No

Ratings

Average Rating 9.0
Ratings 1
Your Rating Rate
Ranking 105

Content

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An update

July 8, 2023, 5:14 p.m.

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ASOS | Stock(s) on -50% discount : Fast fashion, fast cars, fast turnaround?

March 2, 2023, 6:31 p.m.

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Sofa Carpet Specialist | Not another value trap: Administration, minority shareholders, and cash under the...sofa

Jan. 2, 2023, 12:36 p.m.

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Rocket Lab | SpaceX's discreet little brother: Kiwis, You Only Live Twice, and Information Mismatch

April 29, 2022, 6:20 p.m.

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flatexDEGIRO | Already forgotten for the wrong reasons: Forget the memes, pricing fl(at)ex, and more private equity

March 8, 2022, 5:32 p.m.

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Soitec | An overlooked company with a unique™ moat: Leaking pipes, faux nationalization, and a winning Goliath

Feb. 18, 2022, 5:02 p.m.

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How We Got Here: A brief introduction

Feb. 18, 2022, 4:44 p.m.

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