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Q2 26 Key Holdings Update
Adyen, Constellation, Topicus, AG Barr, Harvia, Lemonade and (next writeup) Norbit
19 hrs ago
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Ole
7
1
Inside the Corner - July 2026
A key lesson learned, recent updates to a few of our Holdings having reported and our usual Portfolio Update.
Jul 26
•
Ole
7
1
5 Quality Companies at <1 PEG ratio
5 under the radar quality companies trading at profit multiple's less than their growth expectations for this year
Jul 16
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Ole
4
1
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…
Jun 28
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Ole
5
1
Inside the Corner - May 2026
AG Barr, Investor (ABB), MBB (DTS, Aumann), Shift4 and Adyen. + Lessons from Adnan (REQ) about Serial Acquirers.
May 29
•
Ole
3
1
Q1 26 Key Holdings Update
Cover: Topicus, Medistim, Shift4 and Harvia.
May 8
•
Ole
7
2
1
Bench and Watchlist - Q1 2026
Cover: Harvia, Momentum Group, Scottish Mortgage, AG Barr and GCI Liberty
May 5
•
Ole
11
1
3
Inside the Corner - April 26
20x variance in returns from same growth? Portfolio Update, Estimated CAGR for Holdings and our new idea to replace our defensive Canadian Waste…
Apr 26
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Ole
7
3
1
Inside the Corner - March 26
What Investors Can Learn from Sports – and This Month’s Portfolio Update
Mar 19
4
2
1
Inside the Corner - Feb 26
Valuation models, Medistim attractive (?) and Portfolio Update
Feb 16
•
Ole
3
6
1
Inside the Corner - Jan 2026
World-record, Hit-rates, Intrinsic Value and Portfolio Update
Jan 22
•
Ole
7
1
2025 Letter to Readers
5 Key Lessons of the Year, 3 best Ideas Currently and Portfolio Results.
Dec 31, 2025
•
Ole
15
1
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