Similarly to Reliance Industries write-up, I’ll try to abstain myself from going too deep. I think what Kaspi.kz is today is a testament of superb execution by management and continuous entrenchment of moat. I want to thank Better Nest for […]
Portfolio Updates This is exceptional year for most, including for my portfolio. I had been selling and adding positions at higher pace than any year before. In the the process of …
Recent Inter RAO Lietuva Stock Developments No new press releases were announced. Inter RAO Lietuva company's Q4 report is due in around a month, but the stock price has rocketed last …
Ever since I wrote a complete Baltic Equities Market Overview, I dreamed of writing similar at least once each quarter. Then each half-year and it seems, I won't have an …
Hey there. Just a quick portfolio update. INVL Baltic Real Estate Position I first acquired Baltic Real Estate in 2016 August, then another time in the end of 2017 before the share …
Sale of Grigeo I first became a shareholder of Grigeo Group (ticker: GRG1L) in the end of July, 2014. Last and second purchase was at a way higher price (1.42) in …
Time and time again I prove to myself, if I don't get distracted from markets and keep a close eye on movements, announcements I can trade profitably. In last post …
This week, as discussed previously, I managed to spin around some of Baltic Horizon units around. In the end of last post I also alluded, I was looking at Inter …
Updated Portfolio Structure Last week, prior to closing the list of unitholders for record 0,027 € dividends, I decided to temporarily increase Baltic Horizon position. I entered at 1,31, with whole …
Ok, a lot to talk about. So let's begin. Apranga Group business Apranga Group (ticker: APG1L) is a Nasdaq OMX Baltic listed company that sells clothing in Baltic states. Group develops its …