Every week (except during holidays and when there is no news), I report on the stocks from our selection. Especially during periods when companies publish their figures, it can be quite extensive. However, I always try to focus on the most important matters.
It's time for a vacation, after having completely reviewed all companies in the selection (19 + all holdings) since October, searched for new companies, kept up with constant monitoring, made adjustments to the website, and so forth. On top of everything a solopreneur must handle, and of course, everything related to the investment fund.
I will take a break for the next two weeks. The business news during this period is always very limited, which also makes it the ideal time. Of course, if there is important news, I will provide a news update here.
This week, there was hardly any news to report as well.
This week:
In short: Bonava
Sell Markel