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Model Portfolio Going into 2025
19 Shades of Value
Jan 8
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jefke
21
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Model Portfolio Going into 2025
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13
November 2024
TT Electronics: Turnaround with Takeover Chatter
Cheap valuation, merger arbitrage upside, and the chance of a higher bid make this a compelling watch
Nov 21, 2024
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jefke
10
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TT Electronics: Turnaround with Takeover Chatter
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Digesting Millicom’s Tower Monetization
Sale-leaseback announcement with SBAC leaves TIGO stock unmoved. Clarity on 2025 capital allocation is what investors need now.
Nov 11, 2024
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jefke
12
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Digesting Millicom’s Tower Monetization
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11
October 2024
Q3 2024 Portfolio Review
Up 2.8% in Q3 24, 22.7% YTD
Oct 22, 2024
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jefke
5
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Q3 2024 Portfolio Review
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July 2024
Quick (pre-Q2 24) Millicom Update
Reject the $24 bid. Still ridiculously cheap with improving fundamentals and tons of upside optionality
Jul 29, 2024
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jefke
9
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Quick (pre-Q2 24) Millicom Update
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Q2 2024 Portfolio Review
Up 7.25% in Q2, 19.3% YTD. 2 exits & 5 new positions
Jul 8, 2024
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jefke
7
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Q2 2024 Portfolio Review
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2
April 2024
Verallia / Inchcape: Q1 2024 Results
Two good earnings reports rewarded by Mr. Market. Both shares are still cheap.
Apr 25, 2024
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jefke
5
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Verallia / Inchcape: Q1 2024 Results
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Portfolio Review Q1 2024
Up 11.3% in Q1. New positions in GTX & FDEV.L
Apr 8, 2024
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jefke
8
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Portfolio Review Q1 2024
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March 2024
Portfolio Spotlight: Millicom
Ready to finally generate significant FCF. Monetization of the towers adds some extra "oomph" to the thesis.
Mar 26, 2024
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jefke
15
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Portfolio Spotlight: Millicom
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February 2024
Your Stock just Dropped 28.6%. Now What?
Navigating the Aftermath of Bel Fuse's Earnings Tumble
Feb 26, 2024
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jefke
8
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Your Stock just Dropped 28.6%. Now What?
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January 2024
Portfolio Spotlight: Macfarlane Group PLC
10-Year EPS CAGR of 11.2%, while paying 2-3% dividend. All yours for 12x LTM P/E
Jan 25, 2024
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jefke
11
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Portfolio Spotlight: Macfarlane Group PLC
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Portfolio Spotlight: Bel Fuse
Stock up 5x from the bottom in 2020, but still good value.
Jan 16, 2024
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jefke
9
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Portfolio Spotlight: Bel Fuse
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