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• Till's Value Portfolio

  My value investing journey with 100% transparency - every stock, every order, every analysis.

  10 posts · theirs

Lately

• Another Bubble Rant: Portfolio Update - Q2 2026

  Till's Value Portfolio · 2026-07-18

• Live Update: I Bought More Creightons

  Till's Value Portfolio · 2026-06-08

• Portfolio Update - Q1 2026 & The Most Important Value Investing KPI

  Till's Value Portfolio · 2026-04-17

• Live Update: More Follow-On Investments

  Till's Value Portfolio · 2026-03-30

• Samsonite: A Mispriced Category Leader

  Till's Value Portfolio · 2026-03-26

• Live Update: I Bought More TUI

  Till's Value Portfolio · 2026-03-17

• Live Update: I Invested in Samsonite

  Till's Value Portfolio · 2026-03-05

• Live Update: I (more than) doubled my Medifast position

  Till's Value Portfolio · 2026-02-17

• Live Update: Pabrai's Natural Resource Bet

  Till's Value Portfolio · 2026-02-12

• 2025 Portfolio Update: Prioritizing Downside Protection

  Till's Value Portfolio · 2026-01-08

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