No Deep Dives

No Deep Dives

Home
Notes
Portfolio - Results
About
Portfolio Spotlight: Humm Group (ASX:HUM)
Cheap Stock, Broken Board: low valuation plus a governance inflection point heading into the February 2026 EGM
Dec 29, 2025 • jefke
Q4 2025 Portfolio Review
Up 7.56% in Q4 25, +30.97% in FY25
Jan 9 • jefke
Q3 2025 Portfolio Review
Up 10.83% in Q3 25, 21.86% YTD
Nov 3, 2025 • jefke
Introducing the blog and updated thoughts on the TIGO thesis
Some history, purpose and analysis of growth prospects
Published on Leonardo Investing • Aug 27, 2025
Half-time victory lap in $TIGO
I have invested in and followed since 2019 and it has been an at times bumpy ride.
Published on alwaysinvert investing • Aug 11, 2025
Q2 2025 Portfolio Review
Up 10.34% in Q2 25, 10.25% YTD
Jul 1, 2025 • jefke
Adam Waterous unscripted
Strathcona Resources: Capital Allocation Champions? Examining the CMD and older founder interviews.
Published on Pemcap’s Substack • Jun 27, 2025
Portfolio Spotlight: Bekaert
Elevated quality at 7x P/E
Jun 19, 2025 • jefke
No Deep Dives
No Deep Dives
Modern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes. "Never sell" is overrated.
Recommendations
View all 20
Acid Investments
Acid Investments
N.R98
Altay Capital - Mostly Value Investing
Altay Capital - Mostly Value Investing
AltayCap
Doomberg
Doomberg
Doomberg
Cluseau Research
Cluseau Research
Cluseau Research
Mr Market Miscalculates
Mr Market Miscalculates
Mr Market Miscalculates

No Deep Dives

AboutArchiveRecommendationsSitemap
© 2026 jefke · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture