EuropeanValueInsights

Study: I analyzed 62.089 analyst estimates. The results should worry retail investors.

62000 Data points. 1103 Companies. Unexpected Results

Mar 9 • Walter Köhlenberg

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February 2026

Coffee-Can Portfolio: Micro Cap Serial Acquirer wit Excellent Management

54% Ownership. Revenue 24% CAGR. Near 0 LT debt.

Feb 23 • Walter Köhlenberg

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Announcement: EuropeanValueInsights adds Paid Subscription

I want to thank all subscribers and readers for their support. I enjoy the platform with all the interactions between writers and readers.

Feb 5 • Walter Köhlenberg

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Fast Growing Compounder and Competitor Exits from Market

50% of Balance Sheet in Cash. FCF >22%. Revenue 20% CAGR.

Feb 4 • Walter Köhlenberg

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January 2026

Study: 100 Baggers in Europe (Part I)

A study on 336 European companies that returned at least 100x from 1980 to 2025.

Jan 24 • Walter Köhlenberg

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Overlooked Company with a Value Investing Mindset and Widening Margins.

FCF +12%. Net income margin +25%. P/E 11.

Jan 9 • Walter Köhlenberg

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December 2025

Is a Microcap GARP Possible?

Today we go through a growing €210mln sized company. Is it enough as a long-term investment.

Dec 26, 2025 • Walter Köhlenberg

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A 25% EPS Compounder Trading at 14× Earnings?

The German Automotive Chipmaker Quietly Beating the Auto Cycle

Dec 12, 2025 • Walter Köhlenberg

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November 2025

An Asset hidden in Plain Sight

An undervalued recession proof company with assets hidden in plains sight.

Nov 28, 2025 • Walter Köhlenberg

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