Mr Market Miscalculates
Investing in unloved, overlooked or under-followed European companies
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 143 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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W.A.G. Payment Solutions plc
Digitising the fragmented European road transport market
Better known by its operating commercial brand Eurowag, W.A.G. Payment Solutions plc ($EWG.L) is a €850 million pan-European integrated payments and mobility platform focused exclusi...
Monthly recap #22
A quick update on some previously discussed companies, and other interesting things from June
Siltronic
HBX Group International plc
Leading independent accommodation & hospitality marketplace
HBX Group International ($HBX.MC) is a €1.7 billion B2B travel distribution marketplace for accommodation, mobility and experiences: it aggregates travel inventory from suppliers,...
Gamma Communications plc
Both a short-term (takeover candidate) and long-term (cheap + quality) idea
Gamma Communications ($GAMA.L) is a £900 million UK telecom provider of technology-based connectivity and communication solutions to the business market, including...
Monthly recap #21
An update on previously discussed companies, and other interesting things from May
Construcciones y Auxiliar de Ferrocarriles
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Authors
The writers behind this newsletter.
A contrarian and skeptic, I have a Minskyan view of the intrinsic instability of financial markets. “It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so”
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