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10 latest posts

2020-03-23 - Portfolio re-balancing and selling Diageo
The rationale for worries and opportunities in all my holdings are spelled out in my previous post. Today I will just briefly announce my portfolio decisions. One little obstacle in this extremely..

2020-03-22 - Portfolio update - what a difference 3 weeks make..
My portfolio has dropped -22% year to date and it’s been a struggle how to position myself in this type of market. This still compares fairly well to MSCI World which is down -30% YTD, both..

2020-03-11 - Buying TGS & Veoneer, Add Dairy Farm and Selling..
I wrote about a month ago about my take on the Corona virus from a Asia perspective, basically my worst case scenario has come true and then some. The virus is more or less out of control in Europe..

2020-03-01 - 5 years and blog still going strong!
It’s 5 years since I started this blog and what a journey it has been so far! When I set out on a mission, of becoming a better investor through this blog, I realized it would be hard to..

2020-02-23 - Investing in challenger to dominant Tetra Pak -..
The history and development of the Liquid Packing Carton market, or aseptic packaging as it is also called, is a very interesting one. Although the industry is a huge global industry, it has over the..

2020-02-09 - The situation in China & Hong Kong
Although I find it highly interesting with Macro analysis, I deliberately write less about such topics on this blog. I want this blog to be focused on stock picking and the struggles of portfolio..

2020-02-04 - Changing my mind can be embarassing (Sell:..
Selling Valneva as of today’s close Other bloggers and people public about their investment decisions have spoken about that it’s harder to exiting something that you recently bought. This..

2020-01-28 - Valneva - Microcap vaccine producer
Valneva + Two strong cash generating assets, with the prime asset being Ixiaro, the only FDA approved vaccine for Japenese encephalitis + The only company attempting a Lyme disease vaccine, with a..

2020-01-21 - BBI Life Sciences (1035 HK) - Buyout Opportunity
The last month I spent quite a lot of time researching a couple of small/micro cap Pharma/Biotech companies listed in Hong Kong (I still have one more interesting candidate to perhaps reveal later)...

2020-01-01 - Aligning with my strategy - portfolio changes
To align my portfolio further with my investment philosophy it’s time for another larger portfolio change with as many as four new holdings – Tethys Oil, Valneva, Tianneng Power and Union..

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