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Noordermeer Capital

Noordermeer Capital

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

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Substack
PricingOnly free issuesPublishesMonthly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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.

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
0
0

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!

2 years ago
0
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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...

2 years ago
0
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Authors

The writers behind this newsletter.

  • Noordermeer Capital

    Long-Term Private Investor • Creator • Writer

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