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Latest Issues

Avingtrans PLC ($AVG.L): A nuclear beneficiary at a fair price

First of all, the disclaimer: We’re invested in Avingtrans PLC ($AVG.L). Nothing we write should be considered investment advice.

Ticker: AVG.L

Price: GPB 7.15

Shares Outstanding: 36.93 million

Market Cap: GBP 264.05 million

Enterpris...

15 days ago
33
3

Portfolioupdate Q2 - 2026 - +31,2% YTD


Assume that I am actively trading or hold a position in all of the mentioned stocks. Nothing I say or write should be construed as investment advice.

  • Performance YTD - 2026: 31,2%

  • IRR since 01.01.2017: 34,43%

  • TTWROR si...

2 months ago
67
11

Portfolioupdate Q1 - 2026 - +0,6%


Assume that I am actively trading or hold a position in all of the mentioned stocks. Nothing I say or write should be construed as investment advice.

  • Performance Q1 - 2026: 0,6%

  • IRR since 01.01.2017: 31,94%

  • TTWROR sinc...

5 months ago
44
7

Portfolioupdate Q4 - 2025 - +24.8%

Assume that I am actively trading or hold a position in all of the mentioned stocks. Nothing I say or write should be construed as investment advice.

  • Performance 2025: 24.8%

  • IRR since 01.01.2017: 32.76%

  • TTWROR since 01.01.201...

8 months ago
53
9

Ampco-Pittsburgh Corporation ($AP): A good business bad business setup with catalysts ahead

First of all, the disclaimer: I am invested in Ampco-Pittsburgh ($AP). Nothing I write should be considered investment advice. I bought my first shares at USD 4.05.

Ticker: AP

Price: USD 4.65

Shares Outstanding: 20.23 million

Market Cap...

8 months ago
40

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Authors

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  • Christian Schmidt

    Full-time investor - Micro caps. Co-Founder of https://tracktacle.com, a research and alert tool for investors.

  • Financial Skeptic

    Full-time microcap investor. Tweets are not investment advice!

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