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Shelly Group (SLYG GR)
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5
Analysis
Information Technology
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Germany
Shelly Group AD provides telecommunication services. The Company offers mobile, voice, data, and card payment solutions. Shelly Group serves customers worldwide.
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bullish
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Thematic (Sector/Industry)
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01 Jul 2024 10:11
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Syndicated
Portfolio Update: June 2024
There were no changes to the portfolio in June. The two major news among my holdings come from Norbit and Lindbergh. Norbit acquired Innomar...
Contrarian Cashflows
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bullish
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Thematic (Sector/Industry)
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04 Jun 2024 14:42
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Syndicated
Portfolio Update: May 2024
Welcome back to the portfolio updates series! I recently read Michael J. Mauboussin’s book, More Than You Know, which is full of practical...
Contrarian Cashflows
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232 Views
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bullish
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Thematic (Sector/Industry)
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02 May 2024 16:21
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Syndicated
Portfolio Update: April 2024
I recently came across a thought-provoking blog post by Andrew Walker on his YAVB discussing the possibility of a bubble forming in quality...
Contrarian Cashflows
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146 Views
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bullish
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Lindbergh SpA
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01 Apr 2024 10:49
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Syndicated
Portfolio Update: March 2024
I recently had a conversation with a close friend and fellow investor, during which he shared his current research interest in the dollar store...
Contrarian Cashflows
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245 Views
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bullish
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Markel Corp
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04 Mar 2024 10:04
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Syndicated
Portfolio Update: February 2024
Recently, a friend of mine asked me why I own positions in Markel and Brookfield, as they do not align with my typical investment style...
Contrarian Cashflows
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