Primer: Lindbergh (LDB IM) - Aug 2026
Leading Niche Player with a Diversified and Resilient Business Model: Lindbergh is a prominent Italian provider of value-added logistics for...
86 Views
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...
225 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