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PANDORA A/S (PNDORA.CO)
A Danish luxury brand jewellery company with high 35%+ return on capital, buybacks and steady growth selling at a 22.5x P/E, 14.5x EV/EBIT and ~36…
Dec 31, 2024
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Paul
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PANDORA A/S (PNDORA.CO)
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JERONIMO MARTINS (JMT.LS)
A family-owned and run Portuguese retailer that owns Biedronka and Hebe in Poland. It's trading at a 17.4x P/E, 11.6x EV/EBIT and 50% below the…
Nov 20, 2024
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Paul
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JERONIMO MARTINS (JMT.LS)
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SANRIO COMPANY (8136.T)
A family-controlled and run brand company behind Hello Kitty with a powerful moat and feedback loops going through a successful turnaround and trading…
Jun 18, 2024
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Paul
3
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SANRIO COMPANY (8136.T)
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The Brighton Pier Group (PIER.L)
Oct 6, 2023
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Paul
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The Brighton Pier Group (PIER.L)
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Tarczynski S.A. (TAR.WA)
Aug 22, 2023
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Paul
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Tarczynski S.A. (TAR.WA)
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4MASS S.A. (4MASS.WA)
Nov 2, 2023
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Paul
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4MASS S.A. (4MASS.WA)
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JERONIMO MARTINS (JMT.LS)
Nov 20, 2024
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Paul
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JERONIMO MARTINS (JMT.LS)
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Dino Polska - Where are we now?
Feb 19, 2024
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Paul
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Dino Polska - Where are we now?
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Eurotel S.A. (ETL.WA)
Jun 27, 2023
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Paul
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Eurotel S.A. (ETL.WA)
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AUTO PARTNER S.A. (APR.WA)
A founder-led and owned Polish auto parts disruptor with exclusivity contracts, selling for a P/E of 14.4, EV/EBIT of 10 and and a 50% discount to…
Jun 8, 2024
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Paul
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AUTO PARTNER S.A. (APR.WA)
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Cake Box - Where are we now?
Update on Cake Box - fundamentals, future, valuation and portfolio.
Mar 29, 2024
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Paul
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Cake Box - Where are we now?
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Eurosnack - Where are we now?
Update on Eurosnack - fundamentals, future, valuation and portfolio.
Mar 9, 2024
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Paul
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Eurosnack - Where are we now?
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Dino Polska - Where are we now?
Update on Dino - fundamentals, future, valuation and portfolio.
Feb 19, 2024
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Paul
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Dino Polska - Where are we now?
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WITTCHEN S.A. (WTN.WA)
A founder-led and owned Polish producer of leather goods specialised in suitcases and travel accessories., selling for a P/E of 7, EV/EBIT of 5.6 and…
Jan 3, 2024
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Paul
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WITTCHEN S.A. (WTN.WA)
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4MASS S.A. (4MASS.WA)
Polish insider-owned nano cap producer of hybrid nail polish, skin & face care and professional cosmetic products with 2 moats, selling for less than…
Nov 2, 2023
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Paul
6
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4MASS S.A. (4MASS.WA)
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The Brighton Pier Group (PIER.L)
Insider-owned nano cap that owns the famous Brighton Palace Pier in England trading for less than 3 times normalised earnings and ~64% below its Sum of…
Oct 6, 2023
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Paul
9
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The Brighton Pier Group (PIER.L)
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