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The Superinvestors of Augustusville

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Business Breakdowns
Chartered Financial Analyst (CFA)
EU Expert
Investment Fund

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Summary

Sector Small Cap
Content Type Analysis
Website Substack
Paywall No

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Content

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Performance Review 2024

Jan. 13, 2025, 8:56 p.m.

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My 26 positions to start 2025

Jan. 7, 2025, 9:20 p.m.

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Bottom Fishing in Sick Man's Land

Nov. 24, 2024, 11:47 a.m.

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Q3 Update

Nov. 1, 2024, 10:59 p.m.

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Namsys Inc

Sept. 30, 2024, 8:20 p.m.

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OpDETe: Recap and thoughts on what has been happening in the Bolloré Universe

Aug. 18, 2024, 9:33 p.m.

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Portfolio & Performance H1 2024: Comments on positions and thoughts on contrarianism

July 14, 2024, 4:33 p.m.

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Q1 Update : Some themes and thoughts

April 18, 2024, 9:48 p.m.

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Nordwest Handel AG: One for the "Boring" Basket

March 16, 2024, 7:28 p.m.

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Lackluster to the Party: Portfolio Review Jan/Feb 2024

Feb. 26, 2024, 10:23 p.m.

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Portfolio Positions - Delek US Holdings (DK): Disclaimer: This is not investment advice. The author holds a position in Delek US Holdings shares at the time of writing. Invesment in these shares is risky and may result in the loss of capital. Author can buy, sell or hold any share at any time. His views may be biased and the information in this post incorrect and his historic performance is oil-related stocks is mediocre at best. Please do your own research!

Jan. 11, 2024, 9:06 p.m.

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Performance Review 2023: 2024 - Year of the Crocodile

Jan. 6, 2024, 11:24 p.m.

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My 29 stocks for 2024: Disclaimer: This is not investment advice. The author is long the shares mentioned in this article which has been written for entertainment purposes only. He may buy or sell shares at any time without notification. Views expressed by be biased and / or wrong. Do not rely on this article when taking financial decisions.

Dec. 27, 2023, 10:15 p.m.

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Some thoughts on positions: Odet, Funkwerk, Delfi and more...

Dec. 15, 2023, 8:58 p.m.

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Portfolio Update: Thoughts on a few positions

Nov. 5, 2023, 10:33 p.m.

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Nanocap Treasure Trove: Some really small companies I have come across

Sept. 8, 2023, 8:05 p.m.

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New Positions: IDT and United Internet: Alternative Telcos for the portfolio

Aug. 14, 2023, 8:05 p.m.

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Performance Update & Market Comment H1 2023: A tough market and the case for screens

July 28, 2023, 8:54 p.m.

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Portfolio Update June 2023: Buys and sells in the last 3 months

June 27, 2023, 9:36 p.m.

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Nilörngruppen: Labelled to outperform?

May 31, 2023, 8:41 p.m.

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Legal & General Group: A Pension Risk Transfer Company with great numbers and a not-so-easy story

May 8, 2023, 4:30 p.m.

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Dissecting the Bolloré Universe: Diving into the Bolloré/Odet complex

April 14, 2023, 4:05 p.m.

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Portfolio Update: State of Play - 24 March 2023

March 26, 2023, 10:28 a.m.

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Special Situations Update: Leavers, Stayers, Newbies

March 13, 2023, 8:50 p.m.

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Funkwerk AG - Back on the rails?!: Illiquid hidden champion in train communication systems

Feb. 20, 2023, 9:38 p.m.

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