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EuropeanValueInsights

Walter Köhlenberg

Finding potential Multibaggers in the Dusty Corners of Europe so you don't have to.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues9Founded6 months agoLast Issue2 months ago
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Latest Issues

Study: I analyzed 62.089 analyst estimates. The results should worry retail investors.

Every quarter, financial media goes into a frenzy. Analyst estimates dominate the headlines. Beat the estimate and the stock surges. Miss it and the stock tanks. Retail investors are told to watch these numbers closely.

But should they?

T...

2 months ago
11
4

Coffee-Can Portfolio: Micro Cap Serial Acquirer wit Excellent Management

54% Ownership. Revenue 24% CAGR. Near 0 LT debt.

I am hyped to share today’s company with you. It checks all the boxes!

3 months ago
14
Paid

Announcement: EuropeanValueInsights adds Paid Subscription

First of all, I want to thank all of you, subscribers and readers, for your support. I enjoy the platform with all the interactions between writers and readers. There is such a positive vibe here.

I hit the 250 subscriber mark, which is...

3 months ago
9
3

Fast Growing Compounder and Competitor Exits from Market

Key metrics

  • 50% of Balance Sheet is Cash

  • Revenue 20% CAGR

  • Competitor withdraws from market

  • +22% Free Cash Flow

  • Asset-light

  • 0 Debt

The following company is a SaaS provider with a 20% revenue CAGR in the last...

4 months ago
13
14

Study: 100 Baggers in Europe (Part I)

I recently read the book “100 Baggers: Stock to return 100 to 1 and how to find them.” It got me excited to find a study on European 100 baggers. After looking around on the Internet, I turned up empty-handed.

Why are there no studies on p...

4 months ago
113
30

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  • Walter Köhlenberg
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