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Portfolioupdate Q4 - 2025 - +24.8%
After the third quarter I wasn't expecting to be 'more' than satisfied with my performance for this year.
Jan 1
•
Christian Schmidt
48
6
2
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Ampco-Pittsburgh Corporation ($AP): A good business bad business setup with catalysts ahead
Ampco-Pittsburgh Corporation recently ceased operations of a loss making subsidiary and now expects a significant year over year improvement in EBITDA.
Dec 30, 2025
•
Christian Schmidt
39
2
Portfolioupdate Q3 - 2025 - +16.7%
One of my larger portfolio positions took a big hit, but overall things are still going well.
Sep 30, 2025
•
Christian Schmidt
50
3
2
Intelligent Monitoring Group Limited ($IMB.AX) - Finally Back on Track?
After a long wait for the 'clean quarter,' we finally got it, though not without some flaws.
Sep 11, 2025
•
Christian Schmidt
28
5
3
IRIDEX ($IRIX) - Razor-Blade Medical Device Company In The Midst Of A Turnaround
First of all, the disclaimer: I am invested in IRIDEX ($IRIX).
Jul 24, 2025
•
Christian Schmidt
65
3
Portfolioupdate Q2 - 2025 - +16,3%
Once again, I'm very satisfied with my performance, despite the recent lack of compelling new ideas.
Jun 30, 2025
•
Christian Schmidt
49
8
1
Portfolioupdate Q1 - 2025 - 1,2%
I've experienced some volatility, but so far my approach appears robust.
Mar 31, 2025
•
Christian Schmidt
54
1
1
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…
Feb 18, 2025
•
Christian Schmidt
69
31
4
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