# Till's Value Portfolio

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

Page: <https://rssamplifier.com/tillsvalueportfolio-substack-com>  
Feed: <https://rssamplifier.com/tillsvalueportfolio-substack-com.md>

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## [Another Bubble Rant: Portfolio Update - Q2 2026](https://tillsvalueportfolio.substack.com/p/another-bubble-rant-portfolio-update)

_2026-07-18 · Till Oltmanns_

As of June 30 - Updated Quarterly

## [Live Update: I Bought More Creightons](https://tillsvalueportfolio.substack.com/p/live-update-i-bought-more-creightons)

_2026-06-08 · Till Oltmanns_

What a Stock Quote Actually Means

## [Portfolio Update - Q1 2026 & The Most Important Value Investing KPI](https://tillsvalueportfolio.substack.com/p/portfolio-update-q1-2026-and-the)

_2026-04-17 · Till Oltmanns_

As of March 31 - Updated Quarterly

## [Live Update: More Follow-On Investments](https://tillsvalueportfolio.substack.com/p/live-update-more-follow-on-investments)

_2026-03-30 · Till Oltmanns_

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

## [Samsonite: A Mispriced Category Leader](https://tillsvalueportfolio.substack.com/p/samsonite-a-mispriced-category-leader)

_2026-03-26 · Till Oltmanns_

Why I invested in the world's leading travel luggage brand

## [Live Update: I Bought More TUI](https://tillsvalueportfolio.substack.com/p/live-update-i-bought-more-tui)

_2026-03-17 · Till Oltmanns_

Time to be greedy.

## [Live Update: I Invested in Samsonite](https://tillsvalueportfolio.substack.com/p/live-update-i-invested-in-samsonite)

_2026-03-05 · Till Oltmanns_

And I will buy more if the price drops further

## [Live Update: I (more than) doubled my Medifast position](https://tillsvalueportfolio.substack.com/p/live-update-i-more-than-doubled-my)

_2026-02-17 · Till Oltmanns_

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

## [Live Update: Pabrai's Natural Resource Bet](https://tillsvalueportfolio.substack.com/p/live-update-pabrais-natural-resource)

_2026-02-12 · Till Oltmanns_

More coal, less oil

## [One platform, from silicon to agent (Sponsored)](https://crawlproof.com/a/toAI1R64aP91)

_2026-02-12 · **Sponsored**_

Serverless inference plus Inference Router to optimize cost and latency at scale.

## [2025 Portfolio Update: Prioritizing Downside Protection](https://tillsvalueportfolio.substack.com/p/current-portfolio)

_2026-01-08 · Till Oltmanns_

This is not the time to be greedy