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.
Book review: “Oil and Honor”
July 8, 2025, 2:10 p.m.
Performance recap
July 5, 2025, 3:55 p.m.
Monthly recap #10
July 1, 2025, 9:40 a.m.
Bure Equity AB
June 27, 2025, 9:21 a.m.
Gerresheimer AG
June 13, 2025, 4:02 p.m.
Payton Planar Magnetics
June 5, 2025, 3:43 p.m.
Monthly recap #9
June 1, 2025, 3:31 p.m.
AAK
May 23, 2025, 4:42 p.m.
Clarkson plc
May 12, 2025, 2:02 p.m.
Monthly recap #8
May 1, 2025, 3:41 p.m.
Construcciones y Auxiliar de Ferrocarriles SA
April 28, 2025, 2 p.m.
BKW AG
April 13, 2025, 3:45 p.m.
Book review: “Fidelity's World”
April 3, 2025, 6 p.m.
Monthly recap #7
April 1, 2025, 4:42 p.m.
Antin Infrastructure Partners
March 22, 2025, 1:31 p.m.
RS Group
March 7, 2025, 3:03 p.m.
Monthly recap #6
March 1, 2025, 1:03 p.m.
Krka, d.d.
Feb. 19, 2025, 3:03 p.m.
Book review: “The House of Nomura”
Feb. 9, 2025, 1:13 p.m.
Fourlis Holdings
Feb. 4, 2025, 3:02 p.m.
Monthly recap #5
Feb. 1, 2025, 1:19 p.m.
Book review: “The Man Who Tried to Buy the World”
Jan. 26, 2025, 1:51 p.m.
Cordiant Digital Infrastructure
Jan. 17, 2025, 3:29 p.m.
Year-end review 2024
Jan. 1, 2025, 2:39 p.m.
Book Club 2024
Dec. 27, 2024, 1:11 p.m.