2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Portfolio movement: 1 sale, 2 buys, some positions increased
July 17, 2025, 6:20 a.m.
Best buys July 2025-2: 6 Hidden champions small caps
July 15, 2025, 9:47 a.m.
LVMH? Time to invest in the Luxury powerhouse?
July 10, 2025, 8:29 a.m.
Best buys July 2025-1: Top 6 deep value stocks.
July 7, 2025, 1:46 p.m.
Earnings update: Cafom
July 4, 2025, 11:14 a.m.
Understanding the compounder cycle
July 2, 2025, 1:20 p.m.
H1 2025 portfolio review
July 1, 2025, 8:59 a.m.
Potential trade alert
June 30, 2025, 2:25 p.m.
Kontron: Internet of things growth company
June 26, 2025, 12:07 p.m.
Emerging value updates #9 and portfolio movements
June 18, 2025, 1:07 p.m.
Update on French nano cap quality company
June 17, 2025, 8:45 a.m.
Japanese trading companies under 0.8 P/B and buying back stock
June 15, 2025, 12:59 p.m.
PayPal; The data goldmine
June 9, 2025, 6:24 p.m.
Update on Glintt after +143%
June 2, 2025, 10:20 a.m.
Fat pitch value: Japanese company in a deep downturn
May 29, 2025, 12:48 p.m.
Emerging Value updates 8
May 20, 2025, 2:27 p.m.
Portfolio updates: positions reinforced
May 16, 2025, 7:23 a.m.
Portfolio updates - one position sold
May 12, 2025, 9:28 p.m.
Eurofins scientific - story of a 100 bagger
May 2, 2025, 5:41 a.m.
Boreo - ex compounder
April 17, 2025, 8:24 a.m.
Markets in Turmoil, opportunity map
April 7, 2025, 10:57 p.m.
Emerging value updates 7
April 5, 2025, 7:14 a.m.
Fat pitch value: Supreme PLC
March 31, 2025, 4:55 p.m.
MTN Group - 2025 results update.
March 24, 2025, 7:40 a.m.
Indofood - 2025 update
March 18, 2025, 9:09 p.m.