The Value Desk
Value investing notes from Europe. Boots-on-the-ground research on small and mid-caps. Long-term, contrarian when the math says so.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 19 | Founded | 6 months ago | Last Issue | 3 months ago |
| Active | |||||
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Personal notes on Adobe (ADBE)
Normally I wouldn’t even look at a US tech stock. One like Adobe, which I don’t use, where nobody in my circle works on the inside, no boots-on-the-ground possible, I’d skip on principle. It’s the kind of name where I have no edge and I kno...
I have jumped on the Topicus (TOI) train
I have always been interested in Constellation Software, because of the track record and the management style. Two of the things I care most about when investing.
Constellation Software is on my watchlist so I have held one share for a whi...
A deliberately pessimistic valuation of NewPrinces (NWL)
In May, NewPrinces kept the buyback running at a brisk pace: another €5.8 million spent to retire 0.8% of the share capital. However the stock is at 52 weeks low. That felt like the right moment to try and put a number on the business, valu...
B&C Speakers (BEC.MI): the quality held, the quarter didn't
TL;DR
- B&C makes the drivers (woofers and compression units) that sit inside other companies’ professional speakers. B2B parts supplier, real switching-cost moat: customers engineer their cabinets around a specific driver and don’t swap...
Basic-Fit (BFIT) vs Planet Fitness (PLNT): two opposite business models in the same industry
TL;DR
- Same product, opposite models: PF is a capital-light royalty business (franchisees own ~90% of clubs, PF clips ~7% at fat margins); BFIT owns and operates everything and keeps all the revenue. Not the same animal, so the usua...
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The writers behind this newsletter.
Notes on European small and mid-cap value investing. Written for myself and a handful of people I know. Open to read, not optimized for anyone.
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