Archive - Treasure Hunting

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 •

A bad company/good company setup - led by new management

Buying an improving business at a cyclical low

Dec 1, 2024 •

November 2024

October 2024

How to learn and evolve as an investor

Lessons from Racing applied to Investing

Oct 27, 2024 •

Ahead of the herd: Spotting a Transformation into a Growth Company early

An unprofitable, cyclical company today, but with a strategy for expansion, it has the potential to transform into a high-margin, recurring revenue…

Oct 20, 2024 •

The Sweet Illusion of Insider Ownership and What Really Matters

Looking Beyond the Sugar to Discover the True Ingredients of Successful Returns

Oct 6, 2024 •

September 2024

Q3 Portfolio Update: Reflections on +88.5% YTD

A turbulent quarter ends on a high

Sep 30, 2024 •

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