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Kitwave Group (KITW)
The independents' independent wholesaler.
Sep 12, 2024
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Johan Lunau
33
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Kitwave Group (KITW)
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9
Somero Enterprises (SOM)
Dominant in the niche of high-tech concrete screeds...
Sep 5, 2024
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Johan Lunau
11
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Somero Enterprises (SOM)
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August 2024
Quick Pitch: Condor Gold (CNR)
Fully-permitted, open gold pit with between 2.6x (minimally) and 9.5x maximal upside on NPV net of liabilities, almost two-years into an ongoing sales…
Aug 22, 2024
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Johan Lunau
9
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Quick Pitch: Condor Gold (CNR)
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Domino's Pizza Group (DOM)
Bungled international expansion, fears of saturation and cannibalisation, but fundamentally excellent...
Aug 20, 2024
•
Johan Lunau
18
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Domino's Pizza Group (DOM)
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3
July 2024
Quick Pitch: Red Cat Holdings (RCAT)
America's single, publicly listed small drone manufacturer capable of scaling is on the verge of a transformative contract win...
Jul 30, 2024
•
Johan Lunau
15
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Quick Pitch: Red Cat Holdings (RCAT)
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Nekkar (NKR)
Family-owned Norwegian micro-conglomerate with a prized asset and other early-stage sources of upside...
Jul 21, 2024
•
Johan Lunau
14
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Nekkar (NKR)
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9
Long Pitch: Edenred (EDEN)
Downside risks seem more than priced in at this point...
Jul 13, 2024
•
Johan Lunau
12
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Long Pitch: Edenred (EDEN)
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1
April 2024
Discussion: Laurent-Perrier (LPE)
Appealing at the end of the day?
Apr 24, 2024
•
Johan Lunau
5
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Discussion: Laurent-Perrier (LPE)
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Dedicare (DEDI)
The Nordic region's largest provider of temporary healthcare and social work staff.
Apr 22, 2024
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Johan Lunau
1
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Dedicare (DEDI)
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September 2023
Competition Demystified
Occam's razor applied to business strategy.
Sep 6, 2023
•
Johan Lunau
7
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Competition Demystified
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July 2023
The Tao Of Charlie Munger
Crumbs of wisdom from Berkshire's vice-chairman.
Jul 16, 2023
•
Johan Lunau
9
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The Tao Of Charlie Munger
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Debt: The First 5,000 Years
Piloting a new series.
Jul 9, 2023
•
Johan Lunau
6
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Debt: The First 5,000 Years
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