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Cranswick Plc (ISIN GB0002318888) – Business model and valuation
After the first post on Cranswick Plc, as promised some more thoughts about the business model and valuation. Business model – peer company Frosta As mentioned, Cranswick operates mostly in the private...
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Portfolio updates: AIRE KGaA, April SA, Cranswick, Dart, Installux
AIRE KGaA: For AIRE KGaA, I decided to accept the tender offer at 18.25 EUR per share. There is not a lot of upside left and I guess the stock will be really illiquid after the offer. Installux Whereas...
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Publishing the Boss score – Top 25 UK
In the third installment, after the French Top 25 and the German Top 25, lets look at the united Kingdom. In my current database, i have around 220 UK companies. This is of course only a part of the...
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Behavioural bias: “Averaging down” vs. “averaging up”
Sometimes it makes sense to reflect why one has done something and why not. Following my “boss Score harvest” project, I invested in two new UK stocks this year, Dart Group beginning of June and...
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Cranswick – Update & reality check
Cranswick is now my biggest position with around 6,3% of the portfolio (Performance 85% including dividends). The stock had a great run since I bought it in June 2012 as we can see in the chart:...
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