Trident Opportunities

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Ampco-Pittsburgh Corporation ($AP): A good business bad business setup with catalysts ahead
Ampco-Pittsburgh Corporation recently ceased operations of a loss making subsidiary and now expects a significant year over year improvement in EBITDA.
 • Christian Schmidt
Portfolioupdate Q3 - 2025 - +16.7%
One of my larger portfolio positions took a big hit, but overall things are still going well.
 • Christian Schmidt
Intelligent Monitoring Group Limited ($IMB.AX) - Finally Back on Track?
After a long wait for the 'clean quarter,' we finally got it, though not without some flaws.
 • Christian Schmidt
IRIDEX ($IRIX) - Razor-Blade Medical Device Company In The Midst Of A Turnaround
First of all, the disclaimer: I am invested in IRIDEX ($IRIX).
 • Christian Schmidt
Portfolioupdate Q2 - 2025 - +16,3%
Once again, I'm very satisfied with my performance, despite the recent lack of compelling new ideas.
 • Christian Schmidt
Portfolioupdate Q1 - 2025 - 1,2%
I've experienced some volatility, but so far my approach appears robust.
 • Christian Schmidt
Asseco Poland SA ($ACP.WA) - Low IQ Bet-On-The-Jockey Case
After following the entire CSU playbook from the sidelines for a while, this is the first time I’m actually getting involved in this type of investment…
 • Christian Schmidt
Trident Opportunities
Trident Opportunities
Recommendations
Treasure Hunting
Treasure Hunting
Sebastian
The Mikro Kap
The Mikro Kap
David Katunarić
Under-Followed-Stocks
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mavix
An Exploration of Microcapland
An Exploration of Microcapland
Financial Skeptic
Hurdle Rate
Hurdle Rate
Tristan

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