What I'm looking at. Returns YTD
STLN continues to drive my perfomance, ~100% YTD. Comments on EVH, PII, STLN and HQI.
Stoic Capital
Modern value investing and investing thoughts
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Latest posts
Trifast (LSE: TRI) - A matter of time
A niche industrials turnaround with structural margin gains, growth coming, and an activist buying.
One to hold, one to book
TOI into next Thursday's print, TVA.B closed at +35%
15% IRR while nothing happens
Two years later, still cheaper than the day I wrote it up
When not to sell
A short guide on not leaving money on the table
Tobila Systems Inc (4441)
One of my top ideas is a company that screens phone calls in Japan
Reading the room when the room is empty
Measuring the temperature around smalls caps
TVA Group (TSX: TVA.B)
Special situation
How to win the AI race
Understanding the origins of tomorrow’s competitive advantage
Nekkar Asa Q3 2025 Results
A Soft Quarter, a Strong Portfolio, and a Market Still Missing the Point