Lagging share price of this fast-growing company offers opportunities
On 22 November 2024, we initiated a position in B&S Group at a share price of €4,10, purchasing 600 shares for our Sharesunderten portfolio. Our decision was based on the conviction that the sharp share price decline in previous months was not the result of any fundamental deterioration but rather driven by negative sentiment and growing uncertainty about the company’s
Time for a promising recovery?
On 22 November 2024, we initiated a position in B&S Group at a share price of €4,10, purchasing 600 shares for our Sharesunderten portfolio. Our decision was based on the conviction that the sharp share price decline in previous months was not the result of any fundamental deterioration but rather driven by negative sentiment and growing uncertainty about the company’s
We look ahead!
On 17 October 2024, we took a position in Outokumpu at a share price of €3,28, purchasing 600 shares. Our aim was to take advantage of what we believed to be an overly pessimistic market view. The Finnish stainless steel producer was under pressure due to a combination of factors, including high energy prices, cheap imports from Asia, and weakening
Buy a dollar for 50 cents
On 12 March 2024, we took a speculative position in Yatra Online, an online travel platform active in the Indian market. The rationale was clear and compelling. The parent company had recently completed the IPO of its Indian subsidiary, retaining a 65 percent stake. That stake alone was worth an estimated $220 million, while Yatra’s total market capitalisation stood at