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Annual 2023 portfolio letter
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2
Catalana Occidente - The Spanish dynasty insurer
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5
Portfolio and updates Q1 2024
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1
SDI PLC
The essence of value investing
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8
Japan nano cap update
New management plan suggest 3-6x upside by 2028 - if they deliver.
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Emerging Value
Boustead Singapore analysis
Shareholder oriented Asian Conglomerate
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Emerging Value
2
Ly Corporation update
TYO: 4689
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Berentzen Update + Summer links
After being very busy lately, let’s look at some company links and write ups from substack.
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This Portuguese Small cap is up 25% since entering.
Among the cheapest in the sector
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Emerging Value
Swatch group: luxury is cheap
But it may be dead for a while
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8
Emerging Value
Emerging Value
Investing in Emerging Markets and European small caps. value investing but growth companies are welcomed if cheap.

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