Mr Market Miscalculates
Investing in unloved, overlooked or under-followed European companies
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 140 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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mrmarketmiscalculates.substack.comLatest Issues
Gamma Communications plc
Both a short-term (takeover candidate) and long-term (cheap + quality) idea
Gamma Communications ($GAMA.L) is a £900 million UK telecom provider of technology-based connectivity and communication solutions to the business market, including...
Monthly recap #21
Construcciones y Auxiliar de Ferrocarriles
One of the most surprising stock of the past year: an asset-heavy, “old economy” manufacturer of railway and bus vehicles whose controlling shareholders are employees and a local “social” bank...
Schouw & Co.
BioMar IPO: catalyst or already priced in?
Founded in 1878 and listed on the Copenhagen Stock Exchange since 1954, Schouw & Co. ($SCHO.CO) is a DKK 15 billion (€2.1 bn) diversified conglomerate that owns six industrial businesses that span...
AmRest Holdings SE
Will there ever be a light at the end of the tunnel?
With a dual listing on the BME Exchange (Bolsas y Mercados Españoles, ticker $EAT.MC) and the Warsaw Stock Exchange (ticker $EAT.WA), AmRest Holdings is a €500 million multi-brand restau...
Monthly recap #20
An update on two previously discussed companies, and other interesting things from April
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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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