LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Some links 02/2025
Jan. 19, 2025, 10:18 a.m.
Performance review 2024 – Comment “Extrapolate the past at your own peril”
Jan. 10, 2025, 12:16 p.m.
Some links 1/2025
Jan. 6, 2025, 10:46 a.m.
My 23 (+1) stocks for 2025
Dec. 27, 2024, 4:40 p.m.
Some links 21/2024
Dec. 23, 2024, 8:42 a.m.
14th Anniversery of Value & Opportunity Blog
Dec. 15, 2024, 12:02 p.m.
Some links 20/2024
Dec. 14, 2024, 2:44 p.m.
Some more Q3 Updates – Energiekontor, Fuchs, Eurokai, Hermle & Laurent Perrier
Dec. 13, 2024, 8:34 a.m.
A few quick Q3 updates – EVS, Eurokai, Amadeus Fire, DCC, ATD & ABO Energy
Dec. 2, 2024, 9:11 p.m.
Some links 19/2024
Dec. 1, 2024, 8:43 p.m.
Some links 18/2024
Nov. 16, 2024, 10:51 a.m.
Panic Journal revival: Trump edition & We have seen this movie before
Nov. 12, 2024, 8:57 p.m.
Some links 17/2024
Nov. 2, 2024, 5 p.m.
Re-underwriting Sixt AG: Family owned & run long term compounder with a great US growth story at a “bonkers bargain” price
Oct. 25, 2024, 10:01 a.m.
Some links 16/2024
Oct. 12, 2024, 7:30 a.m.
Performance review 9M 2024 – Comment: “How to train patience during periods of underperformance”
Oct. 6, 2024, 7:43 p.m.
Ocean Wilsons (OCN-LN) Update – Error in the NAV calculation
Oct. 3, 2024, 7:44 p.m.
Ocean Wilsons (OCN.LN) – Deep Value “Sum of the parts” Special Situation with a Catalyst
Sept. 30, 2024, 6:28 a.m.
Fuchs SE (FPE) – A Hidden Champion “Greased for Growth” after a 10 year consolidation phase ?
Sept. 24, 2024, 8:29 a.m.
Some links 15/2024
Sept. 23, 2024, 7:23 a.m.
The curious case of the imploding UK Battery Storage Funds (GRID, GSF)
Sept. 20, 2024, 9:16 a.m.
Some links 14/2024
Sept. 8, 2024, 3:22 p.m.
Admiral post mortem & Sto SE 6M results
Sept. 3, 2024, 3:02 p.m.
A quick look into the Lineage Cold Storage IPO prospectus
July 31, 2024, 10:02 a.m.
All Belgian Shares – The Grand Final
July 26, 2024, 2:02 p.m.