Nicoper’s Notes
Nicoper Note'sInvestment and valuation through a transparent process.
| Platform |  | Pricing | Freemium | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 27 | Subscribers | Read | nicoper.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
22. Own portfolio updates - November 2024
In the future, I will provide a description of my portfolio activities covering the previous two months. I hope this helps me identify some of my biases as time goes by, but also I hope it stimulates some interesting comments in the comment...
21. Trubrige Inc: Second time around
Attempt on valuation(s), based on my subjective interpretation of the management communication.
20. Trinity Exploration acquisition by Lease Operators Limited
This is a short and quick post on what I see as a nice and quick opportunity to capture a speared on a soon-to-be-closed acquisition transaction.
19. Pinetree NAV, tracker and valuation based on Q2 2024
Disclaimer: I own Pinetree.
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Authors
The writers behind this newsletter.
Non-professional individual investor intrigued by intrinsic valuation. My goal is to invest in temporary undervalued companies that have predictable and at least average or above average medium term prospects.
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