Another Bubble Rant: Portfolio Update - Q2 2026
As of June 30 - Updated Quarterly
Till's Value Portfolio
My value investing journey with 100% transparency - every stock, every order, every analysis.
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Live Update: I Bought More Creightons
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My value investing journey with 100% transparency - every stock, every order, every analysis.
Samsonite: A Mispriced Category Leader
Why I invested in the world's leading travel luggage brand
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Time to be greedy.
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And I will buy more if the price drops further
Live Update: I (more than) doubled my Medifast position
My value investing journey with 100% transparency - every stock, every order, every analysis.
Live Update: Pabrai's Natural Resource Bet
More coal, less oil
2025 Portfolio Update: Prioritizing Downside Protection
This is not the time to be greedy