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Articles

20

Companies covered

19

Sectors

9

Countries

10

Research Articles

Kinepolis: Finally time to shine

Sep 9, 2025

HAL Trust: H1 results update on my largest position

Aug 31, 2025

CTP continues to deliver: Record result in 2024

Mar 6, 2025

Ebro Foods: largest rice producer is a bargain

Nov 8, 2024

Wilmar International: a cheap way to buy exposure to food production

Oct 17, 2024

2 Quality Mexican food companies. Gruma vs Herdez

Oct 9, 2024

Tianjin Development: Extreme discount is attractive

Sep 30, 2024

Grupo Mexico: buying the best copper company in the world at a discount

Sep 9, 2024

CK Infrastructure listing in London: valuation & comparison

Sep 3, 2024

New buy: Hal Trust, a great Dutch holding finally trading at a sufficient discount

Aug 15, 2024

Buying ABN AMRO shares: Mediocre quality is attractive

Jul 30, 2024

New position in KSB: Pumps & Valves a cheap company in an attractive industry

Jul 16, 2024

CK Asset: How I would play a recovery of China / Hongkong

Jun 13, 2024

Why I sold some Berkshire Hathaway

Jun 10, 2024

Why I still hold CK Hutchison

May 6, 2024

CTP NV: the earnings engine in this real estate company

Apr 4, 2024

ING Groep: Why I like the stock

Feb 23, 2024

Regeneron: Investing in a better mouse trap

Feb 9, 2024

Fonterra: Sleepy giant coming back to life

Dec 11, 2023

Hornbach holding: Why I like the stock

Nov 28, 2023

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