Outperforming all benchmarks: A more comprehensive performance update

Improving Fundamentals, Falling Valuation: Bright Future (16,9% forward IRR, Dutch small cap quick pitch)

Eckert & Ziegler: A Pick-and-Shovel Play on Radiopharmaceuticals

Pluxee: A wonderful business in a punished industry

Tariffs! Winners, Losers and how I'm dealing with the issue

Focus on the Downside, Sleep Through the Downturn

Stocks That Burned Me: An Honest Reflection on My Investing Blunders

March 2025 Portfolio Update

Why I believe this European SaaS company can deliver 17%+ annual returns from here.

IDEXX Laboratories: Quiet Compounder or Overlooked Opportunity?

MSCI Quality Review: Is This Owner-Operator Worth Buying Now?

Hermle AG’s Brutal Guidance: Is There Still a Long-Term Investment Case?

The Hidden Risk of Historical Valuation Multiples

How to Survive (and Thrive) in a Market Downturn

Price Update—Lock in the Old Rate Before It’s Gone!

IDEXX Laboratories: The Hidden Giant Powering Pet Healthcare

There Are No Points For Creativity! The Power of Shameless Cloning

🔐[Now Free] Robertet: 170 Years of Excellence

Sonova AG: Positioned for a Comeback or Losing Its Edge? - Fundamentals and Valuation analysis

Profits Up, Stock Flat: A Classic Setup for Outsized Returns (16.9% forward IRR, German small cap quick pitch)

February 2025 Portfolio Update plus new valuation matrix

Robertet: 170 years of excellence

Introducing the Quality Score: Mercado Libre Breakdown (Free Example, Premium Valuation)

Nu Holdings: LATAM fintech with untapped potential

Welcome to Heavy Moat Investments (Start here)