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2024 Annual Report
On Track
Jan 4
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2024 Annual Report
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Olvi Oyj ( OLVAS HE)
A fairly valued alcohol company with potential upside
Jan 25
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Jackson Financial (JXN)
Buying a dollar for 50 cents
Oct 20, 2024
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Jackson Financial (JXN)
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Texas Instruments
May 7, 2022
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Texas Instruments
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T. Rowe Price
Sep 24, 2022
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T. Rowe Price
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Stanley Black & Decker
Aug 20, 2022
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Problems at Vonovia
Sep 10, 2022
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Problems at Vonovia
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Johnson & Johnson
Feb 26, 2022
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Johnson & Johnson
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Celanese Corp
Jul 1, 2023
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British American Tobacco (BTI - BATS)
Another cigar butt with a free puff
Jun 22, 2024
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Solid Försäkringsaktiebolag (SFAB ST)
A mini Geico in the making
May 25, 2024
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Solid Försäkringsaktiebolag (SFAB ST)
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US Steel (X)
A special situation with limited downside
Apr 29, 2024
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2023 Annual Report
A comeback and a rebrand
Mar 23, 2024
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2023 Annual Report
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An Announcement and a Break
I'll be back next year
Dec 9, 2023
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An Announcement and a Break
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Japan Lifeline
A medical devices company at a fair valuation
Dec 2, 2023
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A look back at Activision Blizzard Inc.
The arbitrage opportunity has closed
Nov 25, 2023
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A look back at Activision Blizzard Inc.
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