searching4value
1s4v.bsky.social
searching4value
@1s4v.bsky.social
Individual private investor | blogging about value investing | no investment advice. https://searching4value.wordpress.com/
I hoped for some critical feedback on my logic. so far I received few & do not see any big holes Shot into my logic...
(I should have bought more earlier w/o feedback)

I think Bollore #$BOL.FP #$BOL.PA has a nice catalyst coming up: big special dividend

searching4value.wordpress.com/2026/04/25/a...
A special opportunity before the special dividend: Bollore (BOL)
Expecations for a good TSR around ex-dividend date and hopefully on a longer time frame, too.
searching4value.wordpress.com
April 28, 2026 at 4:18 PM
ProCredit (PCZ) bald ein spekulativer Kauf?

searching4value.wordpress.com/2026/03/19/p...
ProCredit (PCZ)
A very German (read: bad) bank!
searching4value.wordpress.com
March 19, 2026 at 2:10 PM
searching4value.wordpress.com/2026/02/25/p...

Pandora 💍will hopefully bring good profits again
Pandora (PNDORA)
Pandora is a good company but faces many headwinds and is a turnaround in the making, soon …
searching4value.wordpress.com
February 26, 2026 at 10:27 AM
January 19, 2026 at 1:47 PM
Range is a great read about generalists with sometimes astounding performance/outcomes in an ever more specialized world.

Absolutely recommended

searching4value.wordpress.com/2025/09/03/b...
Book-review: Range, by David Epstein
After a few pages I knew this book is a great read.
searching4value.wordpress.com
September 3, 2025 at 5:13 PM
Reposted by searching4value
Irgendwer aus fintwit mal Lust auf ein Lunch Nähe Carlsplatz/Japan Viertel in Düsseldorf?
August 18, 2025 at 7:06 PM
Irgendwer aus fintwit mal Lust auf ein Lunch Nähe Carlsplatz/Japan Viertel in Düsseldorf?
August 18, 2025 at 7:06 PM
Lucky me with a second series of edge trades.

Which unfortunately had to end, too.

searching4value.wordpress.com/2025/08/15/a...
A second series of edge trades
It was great again but had to come to an end.
searching4value.wordpress.com
August 15, 2025 at 7:10 AM
searching4value.wordpress.com/2025/07/11/h...

Early in 2025 I did a lot of trades in a certain basket of stocks and I (want to) believe I had a real edge in this series of Slovenian stock trades.
Hating myself, but loving it!
The most exciting time yet as an investor/trader for me personally came in early 2025 …
searching4value.wordpress.com
July 15, 2025 at 6:23 PM
Is there something more fulfilling* than getting the strong IMPRESSION of a new trading strategy to work ?

At what point does one decides it DOES work ?

*) besides sex (whih most of us can only have so often during a day)
June 5, 2025 at 11:42 AM
If you want to read sth else than the daily market news:
I wrote down my notes on Anicom ($8715), the 'Japanese trupanion' offering pet insurance ...

I mostly read the company polished materials.
Many things i probably do not know, but i like the bet

searching4value.wordpress.com/2025/04/11/i...
Insurance quicky #5: Anicom (8715)
A defensive Japanese pet insurance play that came way done in price. There are some things i like, some risks and many many unknowns as a know-nothing-investor!
searching4value.wordpress.com
April 11, 2025 at 8:53 AM
LKPG recovering.
EUK3 not so much.
March 5, 2025 at 11:14 AM