Reply To: Christian_Borke’s Portfolio
A lot of familiar companies in your portfolio!
Own/owned all besides Brdr. A&O and Brdr. Hartmann.
Sold Eolus Vind (unfortunately) in January 2020 and Nekkar (unfortunately) in November 2019. Attached reasoning behind sell decision in Eolus and my short write-up on Nekkar. Currently reviewing Eolus again, but been under the impression that the valuation is a bit stretched at the moment. Just saw that Introduce uploaded an updated analysis of the company: link
Medistim is an old darling of mine. I was part of the audit team on Medistim back in the days and bought my first shares in the company seconds after my lock-up period ended. Not in the portfolio anymore due to the valuation (I’ll probably regret selling), but still keeping an eye on the company