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Portfolio Update February & March 2024
Supreme plc and various updates
Mar 19
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Portfolio Update February & March 2024
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January 2024
Portfolio Update January 2024
Supreme plc closes new acquisition, CSI tender for Crealogix successful
Jan 22
4
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Portfolio Update January 2024
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2
December 2023
Portfolio Update December 2023
Portfolio changes & CSI acquiring Crealogix
Dec 15, 2023
4
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Portfolio Update December 2023
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November 2023
Portfolio Update November 2023
General update, portfolio movements, geographical and industry analysis, Supreme plc
Nov 15, 2023
3
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Portfolio Update November 2023
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October 2023
Portfolio Update October 2023
New positions, exit of MobilityOne, itim Group results
Oct 15, 2023
1
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Portfolio Update October 2023
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September 2023
Portfolio Update September 2023
New special situation, EROAD equity raise, Datalab delisting
Sep 15, 2023
7
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Portfolio Update September 2023
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August 2023
Portfolio Update August 2023
Supreme, Datalab, SUTL, Bravura & more
Aug 15, 2023
5
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Portfolio Update August 2023
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July 2023
Portfolio Update July 2023
Mediqon AGM, Opera sale, Datalab, Supreme plc and more
Jul 13, 2023
8
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Portfolio Update July 2023
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4
June 2023
Portfolio Update June 2023
Opera, iEnergizer, some Updates
Jun 15, 2023
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Elbaktien
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Portfolio Update June 2023
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May 2023
Portfolio Update May 2023
Further consolidation of the portfolio and SUTL Enterprise notes
May 15, 2023
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Elbaktien
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Portfolio Update May 2023
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April 2023
Portfolio Update April 2023
Financial updates, buybacks, dividends, spin-offs
Apr 13, 2023
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Elbaktien
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Portfolio Update April 2023
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March 2023
Portfolio Update March 2023
We moved the website to substack
Mar 13, 2023
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Elbaktien
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Portfolio Update March 2023
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