Value Investing

Italmobiliare Italmobiliare published preliminary numbers already some days ago. The first reaction of the market was not so kind: To be honest, I do not...

The Wintergem Substack with a very interesting write-up on Canadian Business Jet Maker Bombardier Behind the Balance Sheet with a great deep dive into...

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Mr. Timbits, que ya estuvo con nosotros...

A quick announcement before I begin today’s post – My new book, Boundless, is now available for ordering! After a wonderful response during the pre-order...

Dun & Bradstreet (DNB) (~$3.8B market cap) is a provider of commercial data to enterprise and government clients, they are known for their...

SFS Group 2024 numbers Portfolio company SFS published 2024 numbers last week. Intitially, the stock reacted very negatively, dropping ~-9% only to recover fully...

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Jorge Losa de Cartesio. Nos explicará por qué...

A quick announcement before I begin today’s post –  My new book, Boundless, is now available for ordering! After a wonderful response during the pre-order...

https://traffic.libsyn.com/secure/intellectualinvestor/Q_A_Series-_Diversification_and_Position_Sizing_in_Investing_v1_2025-03-06.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/   📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets...

A quick announcement before I begin today’s post –  My new book, Boundless, is now available for ordering! After a wonderful response during the pre-order...

Thermador 2024 numbers Thermador released 2024 numbers last Friday. The most positive part of the release is the fact that Thrmador manages to put...

Some links 06/2025 Highly Recommended: Rob Vinall’s 2024 letter is out Paul Singer is a very rare Podcast guest. So if he appears, do listen/watch....