A Note on Track Record Over the past two years, I have published two investment ideas here that have generated returns exceeding 500% for readers who acted on them. I am sharing Anterix today because I believe this idea has similar potential — a structurally irreplaceable asset trading at a fraction of its demonstrable valueContinue reading “Anterix: America’s Hidden Spectrum Monopoly: The $7 Billion Asset Trading at an 89% Discount”
R&S Group Leading Transformer Producer – Cash flow and deleveraging stand out
R+S Group ($RSGN), the European leader in electricity transformers, reported strong numbers. The thesis is playing well, rerating in progress. Still a long way to go 24 CHF today vs 40 CHF in September, when it was valued in line with its peers. Congratulations to those who bought at 17 CHF with us. Overall, theContinue reading “R&S Group Leading Transformer Producer – Cash flow and deleveraging stand out”
R&S Group: Europe’s Transformer Leader at a Deep Discount
Why We Like R&S R&S Group Holding AG (SWX: RSGN) is a rare beast in Europe’s energy transition. It designs and builds medium- and high-voltage transformers. Its footprint spans Switzerland, Poland, Croatia, Ireland, and Finland. It serves utilities, industrial clients, and renewable developers. The company is sitting on a huge structural tailwind. Europe’s grids areContinue reading “R&S Group: Europe’s Transformer Leader at a Deep Discount”
Nobody Kills Drones like EOS – Minutes From the CEO Call
EOS is the most accurate in killing drones with bullets and lasers. We have never lost any competitive trial for drone killing. We have not lost to Americans, Israelis, or anyone. In a recent competition in Israel, we were the only ones to shoot down 100% of the drones. Andreas Schwer, CEO of EOS PleaseContinue reading “Nobody Kills Drones like EOS – Minutes From the CEO Call”
Nobody Kills Drones like EOS – with bullet and laser!
EOS has the most accurate weapon for killing drones. They have the most precise weapon that kills Russian drones in Ukraine. The stock sold off 48% from its recent all-time high, together with similar defence stocks. EOS is our top idea for the following year. Our base case is that the stock should triple overContinue reading “Nobody Kills Drones like EOS – with bullet and laser!”
ShaMaran Petroleum – Deal Misunderstood – Material Upside Potential
Summary: ShaMaran Petroleum Corp. is poised to benefit from the reopening of the Iraq-Turkey pipeline, which will facilitate the export of oil from the Kurdistan region. The pipeline reopened over the weekend, but the share price did not move much. The announced deal was more complex than the consensus expected. I read any research I could find onContinue reading “ShaMaran Petroleum – Deal Misunderstood – Material Upside Potential”
Ranked #1 by SumZero: Best Performing Idea Generator Over the Last 12 Months
We are proud to announce that we have been ranked the #1 best-performing idea generator by SumZero over the Last Twelve Months (LTM) category. SumZero is the premier online community exclusively for professional investors, bringing together hedge fund, mutual fund, private equity, and proprietary trading professionals. SumZero hosts a platform of peer-reviewed, long-form investment researchContinue reading “Ranked #1 by SumZero: Best Performing Idea Generator Over the Last 12 Months”
EOS up 220% this year!
Congratulations to all who bought our EOS idea. We pushed it when EOS share price was around 1.3 Ausie dollars a year ago. It is 4.3 dollars today. Good move! EOS announced today the historic first ever sale of 100 kW laser weapon. Nobody ever sold such a strong laser weapon. Historical achievement. The shareContinue reading “EOS up 220% this year!”
Several Ideas Generated Above 100% Return in 2025. What is Next?
Summary Our family office is experiencing one of its best years. It is mainly thanks to several stocks that I wrote about here on Seeking Alpha. I would like to provide an update on the ideas I wrote for Seeking Alpha and update my positioning on those. Nebius Group Nebius Group N.V. (NASDAQ: NBIS) has been one ofContinue reading “Several Ideas Generated Above 100% Return in 2025. What is Next?”
Electro Optic Systems: A Global Force in Counter-Drone Defense
Summary Electro Optic Systems (EOS), an Australian defense firm, is at the forefront of counter-drone technology. With a significant portion of its market capitalization held in cash and no debt, the company is poised for strong growth. The Drone Defense Leader Electro Optic Systems (OTCPK:EOPSF) (EOS:AUS), based in Australia, specializes in counter-drone technology using bothContinue reading “Electro Optic Systems: A Global Force in Counter-Drone Defense”
Fit Investment Ideas 