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The Digital Bank Growing Like A Fintech. A remarkably cheap, digital-first bank with 35% growth. This week we will turn to financials and a bank in Eastern Europe.

High-Growth East Asian Tech Stock Trading At 7x Forward Earnings. Strong growth, rising margins, and a re-rating in waiting.

Great interview between David Rubenstein and Warren Buffett from 2016. Many pieces of great investing wisdom. biznews.com/global-investi… I said, "That's what I'd do, I assign myself the right story and it's nothing more than that". Now there are some stories I can't write, if you

Back In The Mix: A Forgotten CaaS Business. Overlooked, but not for long: management signals 2025 growth.

Pitch of the Day - Valeura Energy Inc. $VLE.CN by Fairlight Alpha Fund 𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 M/cap: C$836m forward P/E: x6.0 This is a company we’ve recently begun to look at and are now monitoring closely, alongside developments in the oil price. Previously focused on operations

Beneath The Surface. North American innovative engineering company expanding into global markets. Find it in the usual place.

From Crisis to Turnaround. Marine Services Company Trading at a 3x Normalized Enterprise Valuation with Accelerating Cash Balances. In the usual place.

Random thought for July 4th. One thing we have learned over the years is that there are several piles you should put investments into: “buy”, “hold”, “reduce”, as well as “too hard”. The last one can be psychologically hard, but may be the most important. Building the process

Mad Markets: Buffett Partnership Letters (1958)

An interesting statistic on our write-up posts. If you had invested an equal amount in each one of our ideas since March 10 and held to today, your return would have been 26.3%. Annualized this is equivalent to 155.3%. Not investment advice, but we hope subscribers have enjoyed

Crouching Tiger, Hidden Stock: And It Pays To Be Patient. Has a 10% dividend yield, is founder-owned, and cash-rich.

$ALLOG Excellente croissance continue chez Logic Instrument, avec une hausse de 32 % au premier semestre en glissement annuel. Le communiqué de presse mentionne des moteurs de croissance futurs, notamment la nouvelle usine située en Essonne ainsi que le contrat MASTOC déjà

It’s interesting that the Morningstar Style Box™ from December 31 showed levels that are similar to the end of June. And in early April, around the 4th, right after the announcement of US-global tariffs, they show as almost 20% cheaper. Quite a V-shaped round trip. We find