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 I outlined the reasons why I entered Inter RAO Lietuva […]
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 I outlined the reasons why I entered Inter RAO Lietuva […]
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 …
My absence shall be explained on a separate blog post. Today I want to address recent changes in Baltic equities portfolio: I sold Grindeks, portion of Apranga Group and bought …
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 …
As I mentioned in the last post I wanted to cover Auga SPO, because I think interesting things will develop in this stock over the next 5 years, but before …
Lagging on reporting After I got back from Eurotrip I had been swamped by audited reports, Q1 data and plenty of other stuff. Two purchases of Auga Group were made in …
What is Baltic Horizon Fund? Baltic Horizon Fund is the first REIT (Real Estate Investment Trust) fund in Baltic Equity Market. Fund manages commercial real estate in Baltic capital cities: Tallinn, Riga, …
Yesterday Investors Association had an event to discuss current global and local financial affairs. Few weeks ago for the first time I made some notes and found it quite useful …
Rapid sell off SAF Tehnika on news SAF Tehnika published their H1 FY result on the evening of February 7th. That evening I had time to quickly update my database and …