Modern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes.
"Never sell" is overrated.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
reminiscence no trades, analysis no deep dive. Tracking quality companies. Not doing deep dive, I am writing about companies and business topics of interest for me, you will never find DCF or base case vs bear case scenario. Do your due diligence.