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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
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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.
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