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Dr. Martens PLC (DOCS)
A strong UK single-brand business, 8x oversubscribed at IPO, now left-for-dead.
 • 
Johan Lunau
14
Novem Group (NVM)
An automotive cash cow is revealed after a low-profile IPO and subsequent price decline.
 • 
Johan Lunau
Moonpig Group PLC (MOON)
The sold-off UK and Dutch market leader in online greeting cards seems like a cheap scoop.
 • 
Johan Lunau
5
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Howdens Joinery PLC (HWDN)
 • Johan Lunau
1
Investing Resources
 • Johan Lunau
10
Embecta (EMBC)
 • Johan Lunau
13
Mobruk (MBR)
 • Johan Lunau
2
Weekly Net-Nets (08/01/2022)
 • Johan Lunau
1
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Howdens Joinery PLC (HWDN)
The UK's largest supplier of kitchens has wonderful financials but has been sold-off in recent months.
 • 
Johan Lunau
1
2022 Reflections & Performance
The Substack's progress up until now, portfolio performance, and future plans.
 • 
Johan Lunau
2
Investment Resources
For all experience levels.
 • 
Johan Lunau
Embecta (EMBC)
The world's leading producer of insulin injection devices is available on the cheap.
 • 
Johan Lunau
13
Malibu Boats (MBUU)
It's not 'peak boat' - not for now.
 • 
Johan Lunau
Mobruk (MBR)
Poland's leading waste management firm has several tailwinds, very strong pricing power, and faces little competition.
 • 
Johan Lunau
2
Market Mayhem (17/04/22)
Elon Musk's Twitter Affair plus Inflation and the ECB.
 • 
Johan Lunau
Blitz Finance
Blitz Finance
Clean and simple investment ideas for individuals, plus related content.
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