Quality Value Investing Substack
Quality Value InvestorSubstack on stock picking using the best-performing investment strategies.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 13 | Subscribers | Read | qualityvalueinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q3 25 Review
Overall, Q3 was another good quarter for my portfolio, which as at the end of Q3 was up 32.6% in EUR. This compares to 3.49% for the MSCI World; 21.5% for Independance France Small & Mid; and 39.5% for Independance Europe Small. I’m blown a...
Q2 25 Review
The market swooned when Trump announced his “reciprocal” tariffs on the 2nd of April, and then proceeded to bounce back rapidly, even though the tariff threat is still there.
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Kino Polska, majority-owned by the Canal+ Group, distributes and produces content for television, video on demand (VOD) platforms, streaming services and cinemas, and sells programming licenses. It also broadcasts thematic TV channels distr...
Q1 25 Review
Overall Q1 was a decent time for European investors. MSCI Europe was up 5.91% in EUR while MSCI World was down 5.86%. However the announcement of US tariffs quickly wiped out these gains, with the MSCI Europe down ca 3% at the time of writi...
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