The Long View

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Competition Demystified
Occam's razor applied to business strategy.
 • 
Johan Lunau
1

July 2023

The Tao Of Charlie Munger
Crumbs of wisdom from Berkshire's vice-chairman.
 • 
Johan Lunau
Debt: The First 5,000 Years
Piloting a new series.
 • 
Johan Lunau
4

January 2023

2022 Reflections & Performance
The Substack's progress up until now, portfolio performance, and future plans.
 • 
Johan Lunau
2

December 2022

Dr. Martens PLC (DOCS)
A strong UK single-brand business, 8x oversubscribed at IPO, now left-for-dead.
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Johan Lunau
14
Novem Group (NVM)
An automotive cash cow is revealed after a low-profile IPO and subsequent price decline.
 • 
Johan Lunau
1

November 2022

Investment Resources
For all experience levels
 • 
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

July 2022

Howdens Joinery PLC (HWDN)
The UK's largest supplier of kitchens has wonderful financials but has been sold-off in recent months.
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Johan Lunau
1

June 2022

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

April 2022

Market Mayhem (17/04/22)
Elon Musk's Twitter Affair plus Inflation and the ECB.
 • 
Johan Lunau
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