Company presentation

Shopping Within Your Own Portfolio

74% upside potential for this stable grower

Jan 27 •

Focusrite: Top-Quality Products at an Attractive Price

Focusrite faced some temporary challenges last fiscal year, which makes the numbers appear weaker than they actually are.

Dec 18, 2024 •

Bigger, stronger and cheaper than when we made 53% profit

The last time this stock was in our portfolio, we earned 53% in just 8 months.

Sep 25, 2024 •

Less than half of its historical valuation?

Aug 21, 2024 •

0.3 x tangible bookvalue? Too cheap

Today, I’m introducing you to a company that has been growing its tangible book value for 30 years, the last ten at 9.5% CAGR, yet is currently trading…

Jul 29, 2024 •

Bargain priced, but solid and growing

You can choose companies that you want to hold forever, but there are also opportunities with more cyclical companies where, as a contrarian investor…

Jun 26, 2024 •

Candy at 12% yearly return?

The company I want to introduce today is a local market leader in confectionery that has faced challenges in recent years due to the pandemic…

May 28, 2024 •

Hidden value in plain sight

Heads I win, tails I don't lo

Apr 25, 2024 •

A Tale of Family, Bankruptcy, and Remarkable Revival in the Shoe Business

In the past, I've gotten burned twice by shoe retailers, Macintosh Retail (-68%) and Foot Locker (-10%).

Mar 30, 2024 •

Will there be another attempt at taking this company private?

As value investors, we believe that at some point, the stock price will follow the value of the company. Yet, there are those companies where this never…

Mar 7, 2024 •

Buying a company at 43,9x PE as a value investor?

Besides the homebuilders, there is another contrarian investment in my portfolio. As a value investor, you often encounter cyclical companies. It’s easy…

Feb 26, 2024 •

Is the hate for palm oil justified?

When a company operates in a hated sector, its stock price can remain low for a long time, and perhaps rightfully so. However, if the sector is hated…

Feb 21, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts