Bos Invest Substack
Wubbe BosI like to write on investing. Focus on individual stocks, but will try to put some more general worldly wisdom in the articles as well. If you want something covered please contact me. Nothing on this blog is personal investing advice.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 41 | Founded | 3 years ago | Last Issue | 8 months ago |
| Active | |||||
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bosinvest.substack.comLatest Issues
My perspective on the Bollore Puzzle
I’m a shareholder in Bollore and this year increased my allocation. It is one of the few stocks which is not working this year. Here is my analysis of why I hold this stock. Please don’t blindly follow someone on the internet. Read the disc...
Kinepolis: Finally time to shine
Since covid, ìnvestors have been talking about a recovery in the movie theater business. So far this has not really materialised. I was never much of a believer. This has changed recently.
The reason the recovery has taken a lot longer is...
HAL Trust: H1 results update on my largest position
A year ago I wrote about HAL Trust. The stock has done ok, but spectacular. With this update I will update my valuation in what is now clearly my largest position at 11.9%. I increased my exposure in steps with new funds and the sale of my...
New update on Mexican stocks
While the global stock market is on fire the results on the Mexican market are more muted. While long term I think Mexico is a clear beneficiary from the tensions between the US and China. Short term Mexico is hurt by the global trade war....
H1 2025: a "victory" lap
Sorry.
First things first. Sorry to my readers for not finding the time to write. I still followed the market and invested actively, but writing something that makes sense takes time. Hope to write more going forward and stick to the...
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The writers behind this newsletter.
Dutch investor using fundamental analysis and a total return approach. Loves to discuss companies and willing to do financial analysis on anything.
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