Some experience with Sixt (SIX3 GR)

Many German investors perceive Sixt as a German high quality business. My experience does not disprove the narrative.

Potential for a double whammy – Markel (MKL)

Markel and Gayner are well known in our circles. Do not expect anything new here.

Cyclicality at PC Partner (1263 HK)

Sales, margins and returns on capital recently skyrocketed …

Thoughts on SES going down (SESG LX)

Another stock that is surprisingly performing in lockstep with the market (that means deeply red). How come …

Issues at Greatview Aseptic (468 HK)

They used to generate ROEs in the 15% range, but that came down recently. So did the share price …

I bought 3% Haier (690D)

Business fundamentals look good. German issue trades at much lower price …

Quick update on Porsche SE / VW

A twitter user asked me where i posted my update about this interesting situation. So here it is …

Quicky on Wartsila (WRT1V)

(quickly abandonend)

Quicky on Cherry (C3RY GR)

E-gaming, home office and digitalization might all be good trends for Cherry.

Quick pass on Hazama Ando (1719 JP)

a typical Japanese cash hoard …

Quicky on Cewe (CWC GR)

Photobooks are great … for (wierd) people like me …

Protector Forsikring (PROT NO), March 2022

I was casually reading about hte company for some time and finally took a closer look. Judging from the recent share price development, taking so long was rather expensive …

About Russian stocks (learnings from a drafted quicky)

I started this post in October 2020 and never finished it.

Quicky on Bauhaus International (483 HK)

I stumbled over Bauhaus Int’ using some filter on Hong Kong stocks for high dividend yield, low valuation multiples and considerable net cash some time ago. I only wrote down the ticker at that time. What a pity …

Advertisement

Quicky on Japan Petroleum Exploration (1662 JP)

I stumbled over Japan Petroleum Exploration Co., Ltd. or Japex via Inpex (1605 JP) …

Quicky on Talanx AG (TLX GR)

I own a tiny position in TLX since July 2013. Time to take a look.

Q(uicky) on Saigon Traffic (GTS VN) – help wanted!

I did not find this copany with a systematic screener, that is for sure. I found GTS when …

Quick look at Bed Bath Beyond (BBBY)

When selling BBBY early 2021, unfortunately before the big pop, I deleted it from my watch list to not get distracted but set a reminder. Today I got a pop-up that BBBY hit €12…

Mo-BRUK (MBR PW), Oct 2021

I wanted to take a closer look for some time. Finally started some weeks ago and already bought a (starter?) position …

Quadients H1 2021 resulst

QDT earnings for six months ending JUly 31, 2021 were released on Sept 27.

Quicky on Inpex (1605 JP)

With current developments within the energy markets and energy crisis looming in Europe (and elsewhere), it might be worth to take another look …

My Old Gazprom write-up

In the early days of my more serious investing journey, I wanted to publish write-ups on Seeking Alpha, but unfortunately …

Quálitas (Q* MM), July 2021

Quálitas is referred to as the Mexican Progressive.

Shinoken (8909 JP), June 2021

Shinoken seems like a good bet to take.

SES SA (SESG LX), May 2021

The market focusses on the negatives too much. This is a defensive business with a bunch of positive one-offs. Yes, positive one-offs!