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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