Reletter
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Noordermeer Capital

The blog for investors to explore new ideas and discover new disciplines.

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Issues11Founded5 years agoLast Issue2 years ago
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Latest Issues

Just Eat Takeaway

Nowadays everyone knows them. The youngsters on the bikes delivering your dinner. But this wasn’t all that common. Most people didn’t even know about its existence before covid.

A lot has happened since covid. The industry was flooded by...

2 years ago
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Lindbergh S.p.A. One Pager

Lindbergh is engaged in picking up spare parts at a customer’s warehouse and subsequently delivering it in the vehicles of their technicians who will be repairing elevators and the like, before 7am next morning. Additional services customer...

2 years ago

Humble Group AB

Today’s write-up is about a special Swedish company that has put itself in an interesting position to increase earnings significantly over the next couple of years. Let’s dive in!

Executive summary

  • Humble Group AB is a collection of a...
2 years ago

Investing Principles

While I was reading the Joys of Compounding, I stumbled upon a few very interesting ideas that I couldn’t get out of my head. Therefore, I thought that these ideas would also be of value to you. In this post, we will be taking a deeper look...

3 years ago

Update on Tencent and Alibaba

Over the past few years, public Chinese companies had a lot to endure. In late 2020, it started with the crackdown of the Chinese government on the large tech companies in the country. Some of these new regulations include the enforcement t...

3 years ago

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