Posted inValue Millenium Hospitality ($YHMRE) – High Quality REIT below Net Asset Value Posted by Franco Gianotti February 28, 2025 Honestly, this isn’t my favorite sector because I’m not a fan of property investment. Also…
Posted inNews News: Titanium Transportation capital allocation and Unidata preliminary results Posted by Franco Gianotti February 12, 2025 Titanium Transportation I know I haven’t shared the full thesis on this company yet (I…
Posted inValue Unidata – My favourite Europe microcap Posted by Franco Gianotti February 1, 2025 When I first heard about this company in an investment webinar, I looked it up…
Posted inValue Fountaine Pajot ($ALFPC) Posted by Franco Gianotti January 29, 2025 Today I shared this French Microcap (€166M market cap) that designs and builds luxury catamarans. I…