Archive - The Mikro Kap

Serial HVACquirer

$LDB.MI scuttlebutt notes

Apr 22 •

David Katunarić

$CARD.L investment thesis

Apr 9 •

David Katunarić

March 2024

Dear COVID Darling

Articore Group, $ATG.AX

Mar 6 •

David Katunarić

January 2024

Before-Merger Arbitrage

Reporting back to Buffett, $PARA

Jan 25 •

David Katunarić

$RCS.MI $BHU.SI $LDB.MI $CARD.L $VNO $8881

Jan 13 •

David Katunarić

Self-reflections

Jan 10 •

David Katunarić

October 2023

Dream Within a Dream

Lindbergh SpA, $LDB.MI investment thesis

Oct 21, 2023 •

David Katunarić

Michele Corradi of Lindbergh $LDB.MI

Oct 4, 2023 •

David Katunarić

August 2023

My life in Value

Mikro Kap philosophy

Aug 29, 2023 •

David Katunarić

SUTL Enterprise, $BHU.SI investment thesis

Aug 15, 2023 •

David Katunarić

July 2023

Adventures in the value trap land

Nisshin Group Holdings, $8881.T investment thesis

Jul 17, 2023 •

David Katunarić

February 2023

Not your typical asset-play

$PPH.L, $ARNT (ZSE)

Feb 24, 2023 •

David Katunarić

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