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Brake Bonanza: Decelerating into Prosperity
The straightaways are the boring bits between the corners
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Student
Struck by the European Vacation Mania
Nowhere you can go is more peaceful—more free of interruptions—than your own soul
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Student

June 2024

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."
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Student
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.
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Student

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
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Student

February 2024

Smart and Organic but Not That Cheap Anymore
Good Things Come in Small Packages
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Student

January 2024

The Big Pharma Edition
Roche, Pfizer, J&J, Merck, Bayer
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Student
It Is a Digital World, but Where Are the Buildings?
Of Digital Twins and Analog Maps
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Student

December 2023

SoV Review 2023
'Tis the Season to be Jolly
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Student
Behind Zillow's Shiny Facade
SBC Madness
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Student

November 2023

Renishaw: Precision in the Balance
Opportunities abound in overlooked companies and markets, if you know where to look.
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Student

October 2023

High Spirits
A Glimpse into the World of Fine Cognacs
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Student
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