The Long View

Kitwave Group (KITW)

The independents' independent wholesaler.

Sep 12, 2024 • 

Johan Lunau

35

10

6

Somero Enterprises (SOM)

Dominant in the niche of high-tech concrete screeds...

Sep 5, 2024 • 

Johan Lunau

12

4

1

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 • 

Johan Lunau

10

1

Domino's Pizza Group (DOM)

Bungled international expansion, fears of saturation and cannibalisation, but fundamentally excellent...

Aug 20, 2024 • 

Johan Lunau

20

4

1

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

9

3

Nekkar (NKR)

Family-owned Norwegian micro-conglomerate with a prized asset and other early-stage sources of upside...

Jul 21, 2024 • 

Johan Lunau

14

9

1

Long Pitch: Edenred (EDEN)

Downside risks seem more than priced in at this point...

Jul 13, 2024 • 

Johan Lunau

13

1

3

April 2024

Discussion: Laurent-Perrier (LPE)

Appealing at the end of the day?

Apr 24, 2024 • 

Johan Lunau

6

10

2

Dedicare (DEDI)

The Nordic region's largest provider of temporary healthcare and social work staff.

Apr 22, 2024 • 

Johan Lunau

1

1

September 2023

Competition Demystified

Occam's razor applied to business strategy.

Sep 6, 2023 • 

Johan Lunau

7

1

July 2023

The Tao Of Charlie Munger

Crumbs of wisdom from Berkshire's vice-chairman.

Jul 16, 2023 • 

Johan Lunau

9

Debt: The First 5,000 Years

Piloting a new series.

Jul 9, 2023 • 

Johan Lunau

6

3

2