The Italian View
Contributor since: 2017
Articles
Hostelworld: Short Time Pain With A Long Term Optionality
Mar. 24, 2021 HSWLF
Cattolica: A Possible Catalyst Can Unlock The Value
Mar. 5, 2020 SCZZF5 Comments
Saras: Minimal Downside
Jan. 8, 2020 SAAFF, SAAFY2 Comments
'EPV' Portfolio: Mid-Year 2019 Update
Jun. 17, 2019 AMGDF, DLVHF, SGLFF
Valeo: The Best Way To Invest In The New Electric Car Era
Mar. 13, 2019 VLEEF5 Comments
The European Value Portfolio - Introducing Our Portfolio
Jan. 14, 2019 ARZGF, DEUZF, DHERO2 Comments
Telecom Italia: Should Investors Focus On The Long-Term Opportunity? - Part 2
Nov. 14, 2018 TIIAY3 Comments
Telecom Italia: Should Investors Focus On The Long-Term Opportunity?
Nov. 7, 2018 TIIAY, TI.A2 Comments
Consolidation Is Changing The Airline Industry
Aug. 15, 2018 DLAKF1 Comment
BE Semiconductor: Are Switching Costs Going To Create A Competitive Advantage?
Jul. 18, 2018 BESVF, BESIY10 Comments
Suedzucker: Look At Its Subsidiary
Feb. 26, 2018 SUEZF7 Comments
Are Italian Banks Cheap?
Aug. 3, 2017 BCIGY, BNPQF, BPXXY5 Comments