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Value investing and special situations.

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Posted inValue

Millenium Hospitality ($YHMRE) – High Quality REIT below Net Asset Value

Posted by Franco Gianotti February 28, 2025
Honestly, this isn’t my favorite sector because I’m not a fan of property investment. Also…
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Posted inNews

News: Titanium Transportation capital allocation and Unidata preliminary results

Posted by Franco Gianotti February 12, 2025
Titanium Transportation I know I haven’t shared the full thesis on this company yet (I…
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Posted inValue

Unidata – My favourite Europe microcap

Posted by Franco Gianotti February 1, 2025
When I first heard about this company in an investment webinar, I looked it up…
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Fountaine Pajot ($ALFPC)
Posted inValue

Fountaine Pajot ($ALFPC)

Posted by Franco Gianotti January 29, 2025
Today I shared this French Microcap (€166M market cap) that designs and builds luxury catamarans. I…
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