What is European Value Insights?

I am an enthusiastic long-term investor living in Europe. This newsletter helps people who want to invest in individual stocks but lack the time or knowledge to do thorough research.

Therefore, I share my analyses for my own portfolio with all of you.

I search preferably for companies with growth at reasonable price (GARP). However, I don’t look away when I see an undervalued company in any other way.

Personal preference goes to GARP. It contains lots of research beforehand. The upside is that it takes relative little time to keep up with the company’s progress after the investment. Whereas some other investment styles, it consumes more time when your own investment.

My investing style is heavily influenced by investors like Peter Lynch, Warren Buffett, Charlie Munger, and Philip Fisher.

As a reader, you can expect ~2 company analyses per month. Discussing the business, management, growth prospects, various risks and more.

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

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!

I like to help others and engage in discussions. Thus feel free to ask, comment or make requests!