Primer: Comer Industries SpA (COM IM) - Oct 2025
Comer Industries is a global leader in power transmission systems for off-highway vehicles, with a strong market position in the agriculture and...
499 Views
Portfolio Update: December 2024
Welcome to my last portfolio update! Yes, you read that right! In the coming weeks, I’ll be announcing why I stop publicly sharing the details of...
534 Views
Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
354 Views
Portfolio Update: June 2024
There were no changes to the portfolio in June. The two major news among my holdings come from Norbit and Lindbergh. Norbit acquired Innomar...
450 Views
Portfolio Update: May 2024
Welcome back to the portfolio updates series! I recently read Michael J. Mauboussin’s book, More Than You Know, which is full of practical...
396 Views