What is European Value Insights?

Hey everyone!

I’m Walter Köhlenberg and an enthusiastic long-term investor living in Europe. For 14 years, I’ve been investing in various asset classes using multiple strategies. Nothing really resonated till 10 years ago, when I got introduced to the style and thinking of Warren Buffett and Peter Lynch.

EuropeanValueInsights is home to company deep-dives to help the investor who looks for guidance on the European markets. The newsletter clutters out investment noise, provides valuations and straight up entry points. A real time saver!

I enjoy the hunt for companies with lots of growth ahead of them. The typical Peter Lynch multibaggers.

All my investments are based on the research published here, however not all published analyses equates to an investment for my portfolio.

As a free subscriber, you can read the occasional short theses and studies.

Paid Members receive:

• ~2 deep-dives per month on stocks I believe are great investments and are likely to increase multiple times over.

• Access to private chat

• Access to Portfolio updates as it happens

• Access to the interactive Watchlist

VIP Members have access to all the paid features and a 1 hour video call to discuss your portfolio or company of your choosing.

Circle of Competence

I invest only in industries within my understanding. Experience comes from work, bachelor, being the customer, and extensive reading.

• Semiconductor & Equipment

• Software

• Restaurants

• Specialty retail

• Jewelry (as customer for my wife :))

Next, I would like to add insurance to my circle of competence. So for anyone who has experience working or investing in the insurance industry, please feel free to reach out to me. I would really like to learn from you!

Cheers,

Walter