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
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,...
418 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...
427 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.
556 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...
523 Views