Quicky on Cewe (CWC GR)

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

Food for Thought #50 // Links

This time the most interesting content I stumbled over includes: good CEOs, turnarounds, ESG, change, conviction, Japan, Asian stock ideas, hype cycles,…

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…

Quicky on BBBY (Q3 2020)

Jan 7th, Bed Bath & Beyond (BBBY US) reported its Q3 results for three months ending Nov 2020.

Quicky #11 on Quadient (QDT), fka Neopost (NEO)

This is part #11 in my series on new companies. Since I bought some share of Neopost, now Quadient, in late Sept 2016 as a turnaround speculation, I guess it is time to take a closer look …

Quicky #8 on Bed Bath and Beyond after BBBY’s 2020 Investor Day

Did the turnaround of Bed Bath & Beyond (BBBY) finally kick off? New management was put in place and changed some things for good. Then the global pandemic and checks from the government set the stage for the long-awaited turnaround. After todays virtual investor day, it is time for a quicky …

How did Pandora fare in Q1 with Corona hitting Physical Stores Hardest?

Pandora A/S (PNDORA DC) released its Interim Financial Report Q1 2020 today (May 5, 2020). January and February showed very encouraging sales trends, but then Corona hit the physical store networks. How did Pandora cope with the lockdowns?