Archive - 10bagger

Portfolio 01/01/2025

New Project: Model Portfolio 2025

Jan 7 •

October 2024

WE Connect , Verallia , Auto Partner y Delko

Oct 29, 2024 •

September 2024

September update

Auto Partner and Esautomotion first half results

Sep 30, 2024 •

Aplisens investment analysis - ticker: APN

Sep 16, 2024 •

June 2024

Auto Partner investment thesis updated

This is a company that I have owned in my portfolio since 2022 and was one of the first companies that I uploaded to the blog when I was writing in…

Jun 2, 2024 •

May 2024

Annual results of We.connect and Verallia Q1

May 3, 2024 •

April 2024

March 2024

WE.Connect - Deep dive PDF

Investment thesis #2 - 2024

Mar 2, 2024 •

February 2024

Verallia Annual Results 2023

A few days ago, Verallia reported very good results for the year 2023.

Feb 19, 2024 •

January 2024

Datagroup - Investment Thesis #1 - 2024

One of the top 5 IT service providers in Germany 81 % of recurring revenues through contracts with an average duration of 4.5 years and inflation…

Jan 26, 2024 •

November 2023

Comments on Verallia , Esauotmotion and Delko

In the last 30 days 3 of the companies, we have been monitoring reported results.

Nov 13, 2023 •

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