Trading diary entry: Purchase of Kotipizza

This post continues my unpolished "Trading diary entry" series, this time about Kotipizza, which I bought about two years ago and erroneously sold by end of 2016 "because high P/E", and now bought back of continued good performance. My original and more detailed writeup from 1,5 year ago can be found here 6.10.2017: Bought Kotipizza …

Portfolio and blog situation update Q1/2017

It's three months since I last posted so I thought I will make small update on how I and my portfolio is doing, and to tell that the lights in this blog are still on, although apparantely less often. My posting frequency has come down radically for two reasons; first, I haven't had good new investment …

Kotipizza: Bigger Slice of Pizza Market

Introduction Finnish pizza franchisor Kotipizza updated its restaurant concept recently to communicate sustainability, quality and freshness, as per the latest food trends, and it seems to be working. Since the update Kotipizza has grown double-digit and outperformed the market by wide margin. Because only 60 of the 252 stores have been updated and there are 16 new …

Should’ve, could’ve, would’ve…hindsight wisdom re Kotipizza

I don't know why I'm doing this. I had done quite a lot of work on Kotipizza but did not make a decision on buying it. Waited and procrastrinated all that, waiting for lower prices etc. And did nothing, and now the stock had a big move (at the time it was below 5 and as …