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Title: Value and opportunity | Slow Investing, Special Situations & Occasionally Wild Punts
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Disclaimer: This is not investment advise. PLEASE DO YOUR OWN RESEARCH !!!!
I wrote this post this morning (CEST) when the stock price was around 73-74 EUR. I then had to run some errands before being able to post and the stock price moved already significantly. All calculations etc. are based on a stock price of 73,50 EUR.
By coi...
As promised last week, part 2 of the updates from the very busy week ago. Let’s go.
Jensen Group
Let’s start with an extremely positive one. Jensen Group had a “blowout y...
A very good description of Sabre’s business from Best Anchor Stocks ...
The last few days are super busy with 8 (or more ?) of my companies reporting 2025 numbers. That’s why I do only the first 4 right now, the others (Jensen, SFS, Bois Sauvage and Italmobiliare) will follow soon.
EVS Broadcast 2025 preliminary results
EVS
Management summary:
In this post I try to explore if Paypal is suffering only from temporary issues or if they have structural problems. My take away from a rather short analysis is that the problems are indeed structural and therefore the stock is not of interest to me for the time being.
Introduction
Paypal...