Nicoper’s Notes
Nicoper Note'sInvestment and valuation through a transparent process.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Monthly | Issues | 30 |
| Subscribers | Read | nicoper.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
25. Pinetree: FY 2024
Pinetree valuations. Article is paywalled until I make some decisions. If you had investment exchanges with me, and subscription is too much for you, please contact me.
24. Portfolio updates - January 2025
For whatever you read below, you find a flaw in my reasoning or simply see things differently, speak out, without mercy. After all, this is why these notes are public.
23. Penneo AS acquisition by Visma
Continuing with a merger-and-acquisition-spread chasing hobby of mine, I purchased shares in Penneo AS after the announcement was made by Visma that it is launching a cash offer to acquire it at 16.50 per share expected to close at the begi...
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...
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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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