$lik

06/25: Crude Thinking

Before the oil & gas deep dive, a look inward: five key shifts behind our evolving portfolio strategy w/ a thorough quarterly review

Jul 1 •

03/25: A Game-Changing Find + Q1 Breakdown

We Found an Exceptionally Well-Run Company that's Incredibly Mispriced

Apr 1 •

02/25: The Smart Way to Sell a Company for 179% of What You Paid

Three Exits, Nine New Buys. A Bold Portfolio Transformation

Mar 4 •

Limes Schloss Clinics $LIK - Deluxe Mental Healthcare

A Deep Dive into an Overlooked Exclusive Mental Health Clinic Operator

Feb 25 •

Feb/25 Interim Update: Bold Moves

We Couldn’t Keep This to Ourselves

Feb 12 •

📝 Limes Schloss Clinics $ETR:LIK (#2) Definitive H1 2024 Results

Assessing performance and profitability amid rapid growth (30%+ YoY)

Sep 3, 2024 •

📝 Limes Schloss Clinics $ETR:LIK (#1) Positive Business Performance in H1 2024

LIMES Schlosskliniken AG review of report published on July 18th 2024 announcing H1 2024 preliminary results

Jul 18, 2024 •

Limes Schloss Clinics $LIK - The Prime Mental Healthcare Provider w/ Dr. Frank

Listen now | Friendly fireside chat with CEO Dr. Gert Frank about Limes Schloss Klinken, a Microcap listed in Xetra the "German Nasdaq" providing…

Jul 16, 2024 •

31:39

💼 The Hermit Portfolio 06/24: Origins

Detailed explanation of The Hermit Portfolio positions and construction

Jul 12, 2024 •

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