Archive - European Stock Picks

Update After FY 2023 Earnings Season

As usual, let’s have a look on the companies that I have presented so far. I know it’s a bit late but I wanted to wait for the results of Chargeurs…

Apr 29 •

December 2023

Chargeurs Tender Offer.

CEO Michaël Fribourg lanches a tender offer at €12 per share with the aim to achieve a majority stake in the company.

Dec 20, 2023 •

Update after Q3 2023 Earnings Season

I know I am late but let’s have a look at how the companies I’ve written about performed in Q3 2023. AMG Critical Materials N.V.

Dec 18, 2023 •

October 2023

Update after Q2 2023 Earnings Season

After a summer hiatus let’s have a look at the performance of the companies presented so far (hint: no so good). AMG Critical Materials N.V.

Oct 4, 2023 •

June 2023

Update after Q1 2023 Earnings Season

Once Q1 2023 earnings season is over, let’s have a look at how the companies I have presented so far have performed.

Jun 7, 2023 •

April 2023

AMG Advanced Metallurgical Group N.V. Update

The last weeks of March were quite intense at AMG, first with the announcement of the acquisition of a 25% stake in Zinnwald Lithium PLC, and later with…

Apr 13, 2023 •

March 2023

Update after FY 2022 Earnings Season

Now that earnings season is over let’s have a look at the companies I have presented in the last months.

Mar 13, 2023 •

February 2023

The world leading company you've never heard about.

Feb 8, 2023 •

January 2023

Construcciones y Auxiliar de Ferrocarriles S.A.

A company to benefit from the New Green Urban Mobility

Jan 4, 2023 •

December 2022

AMG Advanced Metallurgical Group N.V.

Clean energy materials company focused on Lithium.

Dec 6, 2022 •

European Stock Picks

Investment Ideas from the Old Continent.

Dec 5, 2022 •

November 2022

This is European Stock Picks, a newsletter about Value Investing.

Nov 29, 2022 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts