Archive - Treasure Hunting

Q1 Portfolio Update: Reflections on -2% YTD

Down but still ahead of the MSCI World

Apr 1 •

March 2025

February 2025

January 2025

January Earnings Update: Five Companies Reviewed

Five companies released their earnings in January —here’s my take on the results

Jan 31 •

5 Microcaps in 5 Minutes (#6)

Microcaps worth a closer look. Edition January 2025.

Jan 24 •

50% sustainable revenue growth for ~12x 2025 earnings

A growth story that was hidden by a bad cap structure. Until recently.

Jan 7 •

Reflecting on a +123% Year: Lessons from 2024

What I learned from an extraordinary year

Jan 1 •

December 2024

Navigating Business Cycles

Are we traders or investors?

Dec 8, 2024 •

An overview over my portfolio and all write-ups

Dec 2, 2024 •

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