Given some recent news / earnings releases, its time to have a few updates on some of the companies I’ve discussed on this blog. FlatexDegiro FTK presented good results for the full year 2022. Adjusted for stock appreciation rights, the company earned ~€ 80m in a year with a historically low level of transactions / […]
Category: Update
I wanted to close the year with some general comments and by taking a quick look at the ideas I’ve written up since I started to write again. I’m happy that after a longer period without being able to post new ideas I’ve been able to structure my time and work to allow me to […]
It’s almost been a year since I started this blog and it is about time to have a discussion on performance. I took some time to think about how to address this topic appropriately. Do I only discuss the companies mentioned in previous posts? That would make sense, however I almost never mention when I […]
Some months ago Churchill Capital Corp (CCX), a spac, announced that it would be taking Skillsoft public. Back in December, I wrote why I think this deal is interesting and why I believe this might be a good entry point for someone willing to bet on the success of the new Skillsoft (subscription model + much improved […]
My last article focused on the opportunity related to the Legacy Acquisition Corp. spac-warrants. What was supposed to be an ‘easy’ trade turned out to be a lesson in margin of safety. Legacy’s (LGC) intention at the closing of the business combination with Onyx (CarID) was to buy out all warrants outstanding for a total […]