Value Investing

1 day ago - Translate

Some links 11/2025 The largest Battery company of the world, CATL, is going public in HongKong The “Top 40 UK dividend stocks” list is a good starting point for dividend fans A pretty pessimistic take on the future of Google’s search business from a former employee Large language models are really hard to understand For Offshore Wind farms, the so called “wake effect”
https://valueandopportunity.co....m/2025/05/12/some-li

Discover the world at Altruu, The Discovery Engine

8 days ago - Translate

Some links 10/2025 After 60 years running Berkshire, Warren Buffett announced that he will retire by the end of the year. Verdad thinks that European equities, especially small & micro caps still have potential Sparkline Capital with a nice overview on how to cluster stocks with regard to tariff exposure UK’s THG Group has achieved mastery in adjusting its “profit” numbers (FT, search
https://valueandopportunity.co....m/2025/05/05/some-li

Discover the world at Altruu, The Discovery Engine

13 days ago - Translate

Quick updates: Robertet Annual results, DCC Healthcare sale & Eurokai 2024 results (including some nerdy EPS adjustments) Robertet After adding Robertet to my “collector’s corner” a few weeks ago, Robertet published 2024 results 2 weeks ago. With 90 mn EUR Net Income or 43 EUR EPS, results came in a little bit lower than based on the 6M numbers that I assumed in the post: The 2025 outlook was “cautiously optimistic”: They announced to increase the dividend
https://valueandopportunity.co....m/2025/04/30/quick-u

Discover the world at Altruu, The Discovery Engine

15 days ago - Translate

Some links 09/2025 The Bain Private Equity Report and the corresponding material is a must read for anyone interested in the space (in short: The industry is undergoing a very difficult time) An interesting overview of listed UK Infrastructure Trusts KKR thinks that empathic leaders do better NEDAP, a Dutch tech company looks kind of weird but interesting A very sobbering look from
https://valueandopportunity.co....m/2025/04/28/some-li

Discover the world at Altruu, The Discovery Engine

26 days ago - Translate

Panic Journal – Trump II: “There will be blood” Quick Summary: This post contains additional random musings about the current situation, plus an updated “portfolio check” at the end. So feel free to jump to the end if you are only interested in the portfolio check. Background: At the end of 2024, I wrote a first post about what might happen following both a Donald Trump win in the
https://valueandopportunity.co....m/2025/04/17/panic-j

Discover the world at Altruu, The Discovery Engine