
Only My Best Ideas
| Platform | Pricing | Only free issues | Publishes | Infrequently | |
|---|---|---|---|---|---|
| Issues | 9 | Founded | 4 years ago | Last Issue | a year ago |
| Active | |||||

Douglas AG is Europe’s leading omnichannel premium beauty retailer. After IPO’ing in 2024 at €26.00, the stock has fallen to €11.64, giving the company a market cap of €1.25 billion (based on 107.7 million shares outstanding)...
ACHTUNG: VERY ILLIQUID!
This is more of a quick note than a full write-up.
DocCheck AG is a founder-led German micro-cap (founder and CEO owns 56% of the stock, his brother owns another 16%) that operates three synergistic segments:
*...
Well, kind of—let me explain.
How cool would it be to talk investments with Warren Buffett? Imagine having him as your close business partner, available 24/7, as if you were running a partnership together. Well, I’ve created the next best...
Introduction
I think of stocks in three distinct categories: Groundhogs, Horses, and Oysters. These categories help me organize the stocks I hold based on five dimensions:
“It has been demonstrated time and time again that no asset is so good that it can’t become a bad investment if bought at too high a price. And there are few assets so bad that they can’t be a good investment when bought cheap enough.” - H...
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The writers behind this newsletter.
Individual Investor
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