Some thoughts on companies mentioned earlier.

After staying away for a while, I was encouraged by my friend (EmergingValue) to provide an update. Sorry for being absent for so long but life has been busy and markets were full of uncertainty – not that we have

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Sold TAG Immobilien – Increased Asseco Poland

TAG Immobilien has been a long-term holding in my portfolio and the dividend received over the years returned more than the initial investment. It’s not easy to say goodbye to a multibagger but I started reducing my position last year

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Asseco Poland S.A. – Attractive valued Tech-Company

Today I’m writing about a company which I saw on my friends (emergingvalue.wixsite.com) watchlist. I recognised the name because adesso SE recently announced a cooperation with Asseco. So, there were two compelling factors – my friends EM knowledge and value

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Eckert & Ziegler AG

Eckert & Ziegler Group is one of the world’s largest providers of isotope technology for medical, scientific and industrial use. The core businesses of the Group are cancer therapy, industrial radiometry and nuclear-medical imaging. The two business segments are: Medical

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Fresenius SE – Update 30.04.2021

Following my recent post about Fresenius. I went deeper into their financials trying to understand why the share price dropped over the last years. In 2017 they acquired a Spanish hospital group (Grupo Hospitalario Quirónsalud) which increased Fresenius’s debt by

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