Panta Rhei | Jan 4, 2026
These are pre-tax returns in EUR (my base currency). And the actual tax bill in 2023 and 2024 was—and should remain for 2025—small, thanks to...
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Playing With Fire
Hello, Welcome to the third edition of the Mikro Kap Wathclist, a series in which I go deeper into unique opportunities from my watchlist that,...
370 Views
The Holy Trinity of Banking
This write-up is not something you would normally (or ever) expect from me. It's about a bank. To be more specific, it is about a one-branch...
409 Views
Cannibal ante portas
This is a short story about Colefax, AIM's buyback machine No. 1 $CFX.L Colefax is yet another designer of luxury fabrics and wallpaper.
514 Views
Sanderson Design - Profit by Design
For the past two years, I’ve shared company analyses only on the stocks I own. The blog's readership has grown significantly since then, so I've...
483 Views