Archive - 10bagger

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 •

May 2024

Annual results of We.connect and Verallia Q1

May 3 •

April 2024

Esauotomotion annual results

The following is an analysis of esautomotion's annual results in what has been a turbulent year.

Apr 19 •

News about Delko / Datagroup / Verallia / Esautomotion / We.connect

Apr 7 •

March 2024

WE.Connect - Deep dive PDF

Investment thesis #2 - 2024

Mar 2 •

February 2024

Verallia Annual Results 2023

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

Feb 19 •

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 •

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 •

October 2023

Esautomotion H1 results and management meeting notes

In the following article, we will discuss the H1 results and provide some key takeaways from meeting with Management last month.

Oct 1, 2023 •

August 2023

Verallia H1 Results

A little more than a week ago Verallia presented very good results . Here is a review

Aug 6, 2023 •

July 2023

ESAUTOMOTION SPA

Industrial software

Jul 25, 2023 •

Delko investment thesis

Jul 6, 2023 •

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