Portfolio Update: April 2024
I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality...
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Portfolio Update: March 2024
I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store...
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Lindbergh Spa:Revolutionizing MRO Markets Through Platform-Based Logistics and Engineering
Lindbergh Spa operates a sophisticated digital platform model for logistics and engineering services within the Italian and French MRO...
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Norbit ASA: Technology Is Part of the Solution and Leading to Outstanding Shareholder Returns
Norbit ASA is a sensor technology company that focuses on niche applications, delivering high returns on invested capital. By developing tailored,...
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