Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 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.
10 micro-caps for 2025
Dec. 23, 2024, 11:18 a.m.
AB Dynamics
Dec. 14, 2024, 5:10 p.m.
Monthly recap #3
Nov. 30, 2024, 1:14 p.m.
Grifols
Nov. 28, 2024, 5:40 p.m.
AcadeMedia
Nov. 15, 2024, 5:31 p.m.
Monthly recap #2
Nov. 1, 2024, 11:26 a.m.