Posted inLiquidation Special Situations
US Masters Residential Property Fund – Liquidation overview
I found this case on the Special Situation Investments website, which I really recommend. It’s…
Posted inNews
Havas NV – 2024FY review and valuation adjustments
To start, let’s take a brief look at the highlights from Havas NV’s 2024 FY…
Posted inValue
Anexo Group Plc – Net-net British microcap
This is my first investment discovered searching for a net-net company =). I began exploring…
Posted inValue
Millenium Hospitality ($YHMRE) – High Quality REIT below Net Asset Value
Honestly, this isn’t my favorite sector because I’m not a fan of property investment. Also…
Posted inNews
News: Titanium Transportation capital allocation and Unidata preliminary results
Titanium Transportation I know I haven’t shared the full thesis on this company yet (I…
Posted inValue
Unidata – My favourite Europe microcap
When I first heard about this company in an investment webinar, I looked it up…
Posted inValue
Fountaine Pajot ($ALFPC)
Today I shared this French Microcap (€166M market cap) that designs and builds luxury catamarans. I…
Posted inSpecial Situations Spin-off
A bargain in a spin-off: Havas NV
This is my first special situation position! And I wrote this at 15 December but…