Short unfinished thought: Fila fad or value?

Someone mentioned Fila during COVID mayhem. I found time to look at it last weekend. It's pretty interesting. They have their own business in Korea and US, but RoW is lisenced. They get percentage of all worldwide revenues without putting in capital. The lisencees seem to have quite a lot of freedom how to market …

YTD returns, portfolio rundown (and story about boss)

YTD and COVID performance I have been a bit busy in work during the COVID mayhem, so I haven't been writing for a while. I'm down 10,4% YTD. Those leveraged retail and restaurant plays in Outre-Mer territories and Portugal going in almost got better of me. I was down over 30% at worst with almost …