Hunting Value
www.huntingvalue.comDiplomi-insinöörin seikkailuja sijoitusmaailmassa.Muut aiheetTunnisteet: bittium, enersize, stock markets, miscellaneous, lite accessSeuraaSijoitus >200. (muut aiheet) ja >500. (kaikki blogit)
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Month in review 4/2020 – catching up
Hunting Value · 2 pvBeen quite busy in recent months as I am in process to move back to Finland and more or less all the plans got remade due to Covid-19. Anyway, now I...
Month in review 3/2020 – that hurt
Hunting Value · 16.04.2020In March I wrote my thoughts about Honkarakenne’s business, and how I view their near future now amidst the Covid-19. March brought some news...
Honkarakenne – valuing a cyclical turnaround ...
Hunting Value · 29.03.2020In February Honkarakenne published their full-year result for 2019. It looked very promising, and they forecasted both net sales and the result...
Month in review 2/2020 – bracing myself
Hunting Value · 10.03.2020The stock market turned gloomy as the corona spread to Europe. I have now gotten more active in terms of learning to value companies, and have...
Month in review 1/2020 – good start
Hunting Value · 11.02.2020In January my portfolio went up nicely. Most of the thanks goes to Lite Access, who received another project from CityFibre, and to Revenio which...
Result of 2019, and plans for the future
Hunting Value · 22.01.2020December was quiet in terms of news (for my investments). So instead here is my yearly profit for 2019: And also some words on what I plan to do in...Guesstimating Bittium’s order backlog
Hunting Value · 16.01.2020Many of the orders, which Bittium has gotten recently, span through multiple years. So to start 2020 I went through past stock and press releases to...
Month in Review 11/2019 – waiting for the market
Hunting Value · 12.12.2019In November Bittium got an order from Finnish Defence Forces (seems almost like a tradition at this point). Energy Fuels, Enersize and SIAF reported...
Month in review 10/2019 – quite a surprise!
Hunting Value · 18.11.2019October brought some very positive progress in to my investments. With the help of Biohit, Lite Access and Revenio, my portfolio had a very nice...
Month in review 9/2019 – back to positive
Hunting Value · 20.10.2019After a very busy August, September reverted back to normal with very little news from my investments. Only things worth mentioning are the small...
Month in review 8/2019 – quarterly reports al...
Hunting Value · 17.09.2019In August all of my investments released their quarterly reports. So there is a lot to go through. In summary the positive and negative things were:...
Month in review 7/2019 – Section 232 is out, ...
Hunting Value · 25.08.2019July was also a quiet month with only one interesting event, the decision on Section 232. That suited me well as I didn’t have to worry too...
Month in review 6/2019 – peace and quiet
Hunting Value · 20.07.2019June was quiet month, only big news came from Enersize. ALthough also SIAF announced something noteworthy. Enersize Enersize entered into cooperation...
Month in review 5/2019 – my valuation mistakes
Hunting Value · 16.06.2019May was somewhat quiet. So, I thought I could pick up again with learning about valuation. This time I will go through valuation mistakes I think I...
Month in Review 4/2019 – cautiously positive
Hunting Value · 19.05.2019In April Biohit and Revenio announced very positive news. Bittium and Enersize got small deals. Finally, Energy Fuels and Sino Agro Food gave...
Month in Review 3/2019 – Bittium is full of s...
Hunting Value · 07.04.2019In March Bittium announced that their SafeMove was implemented in a new NHS center in UK. Bittium keeps on bringing positive surprises from business...
Month in review 2/2019 – mixed feelings
Hunting Value · 21.03.2019Spring is around the corner in Austria, and with it I have been enjoying the weather. This unfortunately means less time for writing. In the coming...
Month in review 1/2019 – baby steps and giant...
Hunting Value · 04.02.2019Thanks to January effect my portfolio had a very good start to 2019. Of course all of the upside isn’t due to January effect as there were also...
2018 in review (and what happened in December)
Hunting Value · 27.01.2019Looking at my portfolio development purely by its value, 2018 was a disaster, but if we look at the development of the companies in my portfolio it...
Energy Fuels Inc – learning to value a mining...
Hunting Value · 13.01.2019My learning about valuation has been on a bit of a hiatus as I have been busy with work and personal life. Also, this one took me a bit longer as I...
Month in Review 11/2018 – more waiting to come
Hunting Value · 09.12.2018In November Bittium released a statement which seems to prove that they weren’t just running their mouths when stating about long project...
Month in Review 10/2018 – in hindsight…
Hunting Value · 03.11.2018In October the global markets had some volatility in them, and that could be seen also in my investments. There were some good news but unfortunately...
Month in Review 9/2018 – always look on the b...
Hunting Value · 07.10.2018I think I am a very upbeat and positive person. From investing point of view maybe too positive as I have problems with estimating risks involved in...
Month in Review 8/2018 – well, that was ugly
Hunting Value · 09.09.2018For a short period at mid-August my mood was picking up, my portfolio was on the rise. Then, at the end of the month first Lite Access released their...
Learning how to value a private company – Res...
Hunting Value · 17.08.2018At start of 2018 it came clear to me that I need to study more about valuation of businesses. To force this habit on myself I decided to publish my...
Month in Review 7/2018 – signs of life
Hunting Value · 04.08.2018In July my investments started to show some activity again. I guess it is good to have a bit of a pause in summer. In August the activity in my...
Learning about valuation – redo on Alloy Stee...
Hunting Value · 28.07.2018At start of 2018 it came clear to me that I need to study more about valuation of businesses. To force this habit on myself I decided to write at...
Month in review 6/2018 – first half of the ye...
Hunting Value · 03.07.2018Only announcement that my investments made during June was Loudspring announcing that Nuuka Solutions was selected to implement energy and smart...
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