Purchases early this week:
-
Apetit at EUR 14.00. For OST for a longer period to calmly grind out profit and dividends (but in a moderate proportion; not everything is paid out). P/B is 0.8. However, I don’t claim to understand everything behind it (e.g., the position of Sucros Oy; see extensive report, p. 11). New investment target (weight 2.4% of personal investments (OST+AOT) / 0.9% of all portfolios).
-
Taaleri at EUR 7.42. This one for OST too. I followed Vilu, with a small slice though (weight 1.5% / 0.6%). Not a previously familiar company.
-
Tekova at EUR 1.300. I increased my ownership by 60% yesterday. Less than two weeks ago, I made my first investment in this, which showed +12% when placing this order (today already +21%
). The CEO’s recent interview on Karon Grilli at least slightly improved my understanding of the company and also did not diminish my belief in this investment case. I will follow the development of the business and the stock with interest. At around 2-3 euros, I will at least consider selling. (With the addition, the weight in the company’s portfolio is 6.2% and in all 3.8%at purchase price, today already more).