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Laurent-Perrier (LPE)
Unappealing at the end of the day.
Apr 24
•
Johan Lunau
2
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Dedicare AB (DEDI)
The Nordic region's largest provider of temporary healthcare and social work staff.
Apr 22
•
Johan Lunau
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September 2023
Competition Demystified
Occam's razor applied to business strategy.
Sep 6, 2023
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Johan Lunau
7
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July 2023
The Tao Of Charlie Munger
Crumbs of wisdom from Berkshire's vice-chairman.
Jul 16, 2023
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Johan Lunau
7
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Debt: The First 5,000 Years
Piloting a new series.
Jul 9, 2023
•
Johan Lunau
5
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January 2023
2022 Reflections & Performance
The Substack's progress up until now, portfolio performance, and future plans.
Jan 1, 2023
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Johan Lunau
4
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December 2022
Dr. Martens (DOCS)
A strong UK single-brand business, 8x oversubscribed at IPO, now left-for-dead.
Dec 15, 2022
•
Johan Lunau
3
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Novem Group (NVM)
An automotive cash cow is revealed after a low-profile IPO and subsequent price decline.
Dec 3, 2022
•
Johan Lunau
2
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November 2022
Investment Resources
For all experience levels
Nov 29, 2022
•
Johan Lunau
9
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Investment Resources
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Moonpig Group PLC (MOON)
The sold-off UK and Dutch market leader in online greeting cards seems like a cheap scoop.
Nov 25, 2022
•
Johan Lunau
1
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July 2022
Howdens Joinery Group (HWDN)
The UK's largest supplier of kitchens has wonderful financials but has been sold-off in recent months.
Jul 9, 2022
•
Johan Lunau
4
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June 2022
Embecta (EMBC)
The world's leading producer of insulin injection devices is available on the cheap.
Jun 27, 2022
•
Johan Lunau
4
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