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Carlsberg: Probably not the Best Investment in the World
"I'm not a gambler, I'm an investor. I just happen to be losing money."
Jun 29
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Carlsberg: Probably not the Best Investment in the World
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It's Only a Point
Chance favors those who have a persistent curiosity about many things coupled with an energetic willingness to experiment and explore.
Jun 23
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It's Only a Point
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May 2024
Smart Organic: Uplisting and Capital Increase
Visiting Disneyland, Going Down the AI Rabbit Hole, the 3x Increase of the Price of Cocoa, and Smart Organic's Capital Raise
May 29
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Smart Organic: Uplisting and Capital Increase
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February 2024
Smart and Organic but Not That Cheap Anymore
Good Things Come in Small Packages
Feb 11
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Smart and Organic but Not That Cheap Anymore
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January 2024
The Big Pharma Edition
Roche, Pfizer, J&J, Merck, Bayer
Jan 24
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The Big Pharma Edition
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It Is a Digital World, but Where Are the Buildings?
Of Digital Twins and Analog Maps
Jan 7
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It Is a Digital World, but Where Are the Buildings?
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December 2023
SoV Review 2023
'Tis the Season to be Jolly
Dec 24, 2023
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SoV Review 2023
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Behind Zillow's Shiny Facade
SBC Madness
Dec 8, 2023
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Behind Zillow's Shiny Facade
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November 2023
Renishaw: Precision in the Balance
Opportunities abound in overlooked companies and markets, if you know where to look. This (bi)monthly newsletter sets out to uncover diamonds in the…
Nov 2, 2023
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Renishaw: Precision in the Balance
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October 2023
High Spirits
A Glimpse into the World of Fine Cognacs
Oct 14, 2023
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High Spirits
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September 2023
John Wiley's Innovator's Dilemma
Is Open Access the End of Journal Subscriptions?
Sep 6, 2023
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John Wiley's Innovator's Dilemma
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August 2023
SoV Half-Year Review
"Great quarter guys!"
Aug 6, 2023
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SoV Half-Year Review
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