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This is where I write about my journey through value(s) investing.
I am a strong believer that a good way to improve your decision making process and your thinking as a whole is to document it. This is why I build Scolopax, and by making this personal process public I hope to connect with like-minded fellows.
Feel free to reach out, I’d be glad to discuss topics with you.
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Galapagos : drowning in an ocean of cash
While navigating the waters of the stock market, you sometimes stumble upon oddities, the kind that makes you ask : “Hey am I completely stupid or what ?” That’s exactly the case with Galapagos NV. As you’ll see, the pitch is quite simple and the catalysts are quite...
Capri, Part II
At last... Prada and Capri finally reached an agreement for the sale of Versace last week. It was in the pipe for months. Rumoured price was around 1.6bn$. Well, the tariffs maelstrom we’re still in took its share of the deal in the form of a lower price. Prada will...
Befesa: steel dust, dirt cheap
A few weeks ago, British Steel announced it was going to close its last blast furnace in the UK. Why ? “The blast furnaces and steelmaking operations are no longer financially sustainable due to highly challenging market conditions, the imposition of tariffs, and...
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