Treasure Hunting

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Portfolio Update Q1 2023
Reflection and updates on the companies I own
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Sebastian
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5 Microcaps in 5 Minutes (#2)
Quick overview of 5 interesting Microcaps I came across.
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Sebastian
4
5 Microcaps in 5 Minutes (#1)
Quick overview of 5 interesting Microcaps I came across.
 • 
Sebastian
2
SHW AG: The market has just forgotten about this stock
Special Situation: ∼50% upside in a potential Squeeze-Out
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Sebastian
4
My Investing framework
Why, I don't care about growth rates, but about Illiquidity.
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Sebastian
2
Portfolio Update: New investment style?
Updates and outlooks and the companies in my portfolio
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Sebastian
1
LS Invest: Heads I win big, tail I win a little
Special Situation: German Small-Cap offers at least 50-100% upside, with little downside
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Sebastian
13
My Portfolio revealed - and why I don‘t view it as a Portfolio
Take a look inside my Portfolio
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Sebastian
Treasure Hunting
Treasure Hunting
Researching overlooked and undervalued Microcaps
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