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Admiral Plc (ISIN GB00B02J6398) – Short candidate or “Outsider” company with...
Disclosure: The author might have bought the stock well in advance of publishing the post. In this special case, the idea has been presented already some weeks ago to a group of value investors....
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Short cuts: Installux, Gronlandsbanken, Admiral
Installux Compared to Poujoulat and other French company, Installux released almost sensationally good 6M results. Sales went up +3% which is quite impressive for a domestic, France focused company and...
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UK Banking – A look at IPO Aldermore Plc (ISIN GB00BQQMCJ47)
Within my Handelsbanken mini series (part 1, part 2, part 3), I have identified their UK business as one of the potential value drivers. So it was a luck and coincidence that a few days ago, Aldermore...
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Driverless cars + Uber –> Death of Car Insurance ?
As this became a long post, a quick management summary upfront: The case for 100% self driving cars without accidents is not so clear for me 1. Based on current facts, the Google car doesn’t seem a lot...
View ArticleTopdanmark A/S – A “Cannibal” soon to be set on a dividend diet ?
Topdanmark – The Danish Cannibal Topdanmark, a local Danish Insurance company has been on my extended “to do” list for a long time for 2 reasons: It is the second most profitable European insurance...
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