Semapa

Semapa: Continue waiting?

May 20 •

Cheap, but will that change?

Semapa Number 2024

Feb 26 •

Cheap enough for a new bid?

Update Q3 2024 - Semapa

Nov 5, 2024 •

Cautious outlooks keeps companies cheap

update week 31 2024

Aug 1, 2024 •

Valuing Dutchman Update week 22 2024

Every week (except during holidays and when there is no news), I report on the stocks from our selection. Especially during periods when companies…

May 31, 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 •

Valuing Dutchman update week 9 2024

Every week (except during holidays and when there is no news), I report on the stocks from our selection. Especially during periods when companies…

Mar 1, 2024 •

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