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Updates on Innovation Food Holdings (IVFH)
Great progress masked by old problems
Mar 21
•
Sebastian
16
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Updates on Innovation Food Holdings (IVFH)
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Cornerstone FS: A multibagger in the making?
Tiny Currency Exchange company hits inflection point
Mar 20
•
Sebastian
18
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Cornerstone FS: A multibagger in the making?
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11
February 2024
Update on Saga Furs after 2023 earnings
Is it still cheap? A commentary on their latest results
Feb 28
•
Sebastian
4
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Update on Saga Furs after 2023 earnings
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9
My current best idea: Innovation Food Holdings (IVFH)
5x EV/EBITDA for an asset-light business after restructuring
Feb 18
•
Sebastian
56
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My current best idea: Innovation Food Holdings (IVFH)
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27
January 2024
5 Microcaps in 5 Minutes (#3)
A quick introduction of 5 interesting Microcaps
Jan 20
•
Sebastian
22
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5 Microcaps in 5 Minutes (#3)
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6
2023 Review and Outlook for 2024
What has worked in 2023 and an outlook for the blog and my investing
Jan 4
•
Sebastian
24
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2023 Review and Outlook for 2024
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December 2023
Revisiting my most viewed Stock Write-Up
A look, one year later, has it worked out?
Dec 9, 2023
•
Sebastian
12
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Revisiting my most viewed Stock Write-Up
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3
November 2023
Playmates Toys: Toy maker trades below Cash and less than 5x 2023 earnings
Playmates Toys(869.HK): An attractive opportunity for the shorter term
Nov 19, 2023
•
Sebastian
16
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Playmates Toys: Toy maker trades below Cash and less than 5x 2023 earnings
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7
October 2023
Saga Furs: A net-net and soon monopolistic Business
Trading at 0.75x NCAV with a clear catalyst in 2025.
Oct 15, 2023
•
Sebastian
17
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Saga Furs: A net-net and soon monopolistic Business
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13
August 2023
A postmortem on $PRKA - why I sold my shares at a loss
My first public write up went wrong, find out why
Aug 18, 2023
•
Sebastian
17
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A postmortem on $PRKA - why I sold my shares at a loss
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8
July 2023
Portfolio Update: Q2 2023
Find out what companies I bought and sold in Q2 2023
Jul 8, 2023
•
Sebastian
9
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Portfolio Update: Q2 2023
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April 2023
Portfolio Update Q1 2023
Reflection and updates on the companies I own
Apr 10, 2023
•
Sebastian
11
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Portfolio Update Q1 2023
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