2025 Review
Performance of 12.2% (EUR), Drivers and thoughts on positions
The Superinvestors of Augustusville
Thoughts & Ideas on investing with a focus on global small, micro and nano caps and special situations.
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Latest episodes
Two new positions
Deep Contrarianism on TeamViewer and WW International
Cairo Mezz plc
A Greek special situation & "Weird Shit" Idea
Summer 2025 Update and thoughts on positions
Disclaimer: This is not investment advice.
Performance Review 2024
Great year for the markets - kinda average for Augustusville
My 26 positions to start 2025
Disclaimer: This is not investment advice.
Bottom Fishing in Sick Man's Land
A Winter's Tale on Germany and German companies
Q3 Update
Disclaimer: This is not investment advice.
Namsys Inc
Growing Nanocap in a dying industry?
OpDETe
Recap and thoughts on what has been happening in the Bolloré Universe
Portfolio & Performance H1 2024
Comments on positions and thoughts on contrarianism
Q1 Update
Some themes and thoughts
Nordwest Handel AG
One for the "Boring" Basket
Lackluster to the Party
Portfolio Review Jan/Feb 2024
Portfolio Positions - Delek US Holdings (DK)
Disclaimer: This is not investment advice.
Performance Review 2023
2024 - Year of the Crocodile
My 29 stocks for 2024
Disclaimer: This is not investment advice.
Some thoughts on positions
Odet, Funkwerk, Delfi and more...
Portfolio Update
Thoughts on a few positions
Nanocap Treasure Trove
Some really small companies I have come across