miscellaneous
Last minute thoughts on Honkarakenne
Hunting Value · 19.08.2020There were no noteworthy news about my investments in July. Therefore, instead of writing the monthly review, which would have informational value, I...
Month in review 6/2020 – empty words?
Hunting Value · 21.07.2020Didn’t quite make it to the green on year to date, and June was quiet, so not much to write about. My main focus has been on moving back to...
MONTH IN REVIEW 5/2020 – blue skies and rainbows
Hunting Value · 07.06.2020Only Energy Fuels and Lite Access published noteworthy news in May. I am a bit worried about the current situation with Covid-19. People seem to have...
Month in review 4/2020 – catching up
Hunting Value · 24.05.2020Been 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...
The first full year in the blogosphere
Thunder Road · 22.04.2020Today marks twelve months since I pushed the blog out in the open last April. A whole year, a trip around the sun. Kind of a curious thought... The...
Kasvosuojan kaavat Pattern for face mask
Perheyrittäjyys - Family Business · 17.04.2020Kuvat Margit MannilaTässä kasvosuojan kaavat, jotka olen julkaissut jo aiemmin toisaalla. Nyt ajat ovat niin poikkeuksellisia, että tämä lienee...
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...
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 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...
Ten Questions For The Month At Hand: October
Thunder Road · 06.10.2019Happy new week, folks! Time for another “Ten Q’s for the month”! For those of you who don’t know, I started a new post series in August: in the...
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:...
Waking Up At 5 AM – Thoughts After The 1st Week
Thunder Road · 13.09.2019There are tons of people in the world who jump out of their bed before sunrise. Voluntarily. Imagine that. When I first realized this, I thought of...
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 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...
Mukavuusalue
Perheyrittäjyys - Family Business · 09.01.2019Kerry Salavens (2.1.2019). Kuvan lähde tästä linkistä (2.1.2019). Kuvan lähde Beyond the comfort zone. (2.1.2018). Kuvan lähde: thewalthhike.com (2.1.2019)
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...
Month in Review 4/2018 – slow progress
Hunting Value · 08.05.2018April was a bit disappointing month for me. Even though the Q1 results season was going on, there were not that many news from my investments. Still,...
Learning about valuation – Goodwill
Hunting Value · 04.05.2018At start of 2018 it came clear to me that I need to study more about valuation of the companies. To force this habit on myself I decided to write at...
Month in Review 9/2017 – wishful September
Hunting Value · 07.10.2017Happened in September: Biohit received even more proof that their GastroPanel product works, and they got an important patent in Japan for Acetium...
Month in Review 8/2017 – month of downhill
Hunting Value · 14.09.2017During August all the companies, I have invested in, published their interim reports. Unfortunately it seems that the results were not what the...
