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value investing, fundamental stock analysis, portfolio reviews

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Category: special situations

I bought 3% Haier (690D)

September 9, 2022September 12, 2022 ~ searching4value ~ 1 Comment

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

Continue reading “I bought 3% Haier (690D)” →

Quick update on Porsche SE / VW

August 20, 2022September 24, 2022 ~ searching4value ~ 1 Comment

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

Continue reading “Quick update on Porsche SE / VW” →

Oriental Watch still has a huge pile of excess cash

November 26, 2020November 26, 2020 ~ searching4value ~ Leave a comment

Oriental Watch completed its conditional share buy back offer and reported H1 results.

Continue reading “Oriental Watch still has a huge pile of excess cash” →

The 100-Dollar-Company or The Importance of Time (for High Returns)

November 8, 2020November 12, 2020 ~ searching4value ~ Leave a comment

Return metrics are usually normalized to annual periods. And this is because the dimension of time plays a crucial role in the realm of investment returns.

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Quicky #10 on Aareal Bank

October 30, 2020October 30, 2020 ~ searching4value ~ Leave a comment

This is part five of my mini series on banks and part #10 within my series of Quickies on new companies.

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Buying Oriental Watch despite short term uncertainty

September 23, 2020November 21, 2020 ~ searching4value ~ 1 Comment

Since my last post regarding Oriental Watch I wanted to buy some shares, but never did so because …

Continue reading “Buying Oriental Watch despite short term uncertainty” →

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Recent posts

  • A dry January or sth like that February 2, 2023
  • Food for Thought #60 // Links January 21, 2023
  • Some experience with Sixt (SIX3 GR) January 20, 2023

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Main Companies

  • Bollore SA
  • Check Point Software Technologies, Ltd.
  • Flow Traders N.V.
  • Oriental Watch Holding Ltd.
  • Pandora A/S
  • Progressive Corp, The
  • SES SA
  • Silverlake Axis Ltd
  • SoftBank Group Corp.
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