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Inside the Corner - June 2026
Lesson from Buffett applied to Adyen's stock. Norbit M&A. Insider purchases. Shift4 Rating update. Investor expensive (?) and a mispriced holding for…
6 hrs ago
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Ole
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Inside the Corner - May 2026
AG Barr, Investor (ABB), MBB (DTS, Aumann), Shift4 and Adyen. + Lessons from Adnan (REQ) about Serial Acquirers.
May 29
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Ole
3
1
Bench and Watchlist - Q3 2026
Cover: Harvia, Momentum Group, Scottish Mortgage, AG Barr and GCI Liberty
May 5
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Ole
11
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3
Inside the Corner - April 26
20x variance in returns from same growth? Portfolio Update and a new idea to replace Secure Waste Infrastructure.
Apr 26
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Ole
7
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1
Inside the Corner - March 26
What Investors Can Learn from Sports – and This Month’s Portfolio Update
Mar 19
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Inside the Corner - Feb 26
Valuation models, Medistim attractive (?) and Portfolio Update
Feb 16
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Ole
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Inside the Corner - Jan 2026
World-record, Hit-rates, Intrinsic Value and Portfolio Update
Jan 22
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Ole
7
1
2025 Letter to Readers
5 Key Lessons of the Year, 3 best Ideas Currently and Portfolio Results.
Dec 31, 2025
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Ole
15
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2
Inside the Corner - December 2025
AI Risk - Consultants vs Software? Our Portfolio, Mistakes this year & Highlights of best performers of 2025.
Dec 11, 2025
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Ole
4
2
Inside the Corner - November 2025
2 New Ideas within a Secular Tailwind, Portfolio Update and 3 Top Ideas in Portfolio
Nov 26, 2025
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Ole
10
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Inside the Corner - October 2025
Q3 results. 1 company sold. MBB - expensive now? Investor - what is underlying profit growth this year? And more
Oct 26, 2025
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Ole
7
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Portfolio Spotlight - Q3 25
Business Highlights, Forward Returns from here and events to look out for
Oct 5, 2025
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Ole
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