Millet Innovation (and self rant on value/tech investing controversy)

Quick administrative thoughts In my last week's portfolio update I promised to do a writeup on Millet Innovation, a French light orthopedic company, to get back on reading and writing routine after having complained about my big cash position and lack of new investment ideas for quite some time. The public promise to come up …

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 …