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Nicoper’s Highlights
Investment valuation through a transparent process.
By nicoper · Launched 5 months ago
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Let me read it first
5. Constellation acquisitions - 1H 2022
We are almost half way through the year
Jun 17
2
4. Constellation acquisitions in 2022 so far
I track acquisitions Constellation and its daughter companies have made.
Apr 22
1
6. The whole Constellation
Two simple overviews of Constellation Software that tell a much more complicated story
Jun 23
3
3. Portfolio structure - April 2022
From time to time I will upload my portfolio structure
Apr 21
Most popular
6. The whole Constellation
3
5. Constellation acquisitions - 1H 2022
2
4. Constellation acquisitions in 2022 so far
1
3. Portfolio structure - April 2022
2. Philips: Quantitative Valuation
1. China Mobile: Good Business Vs. Bad Politics
See all popular
New
2. Philips: Quantitative Valuation
Summary Apart from intrinsic valuation, there are other tools I use to evaluate the stock. I base my investment decisions on a premise that market is…
Mar 6
1. China Mobile: Good Business Vs. Bad Politics
Summary China Mobile is the largest mobile network provider per number of subscribers and the operator of the largest 5G network in the world. For the…
Mar 6
Coming soon
This is Nicoper’s Highlights, a newsletter about Investment valuation through a transparent process..
Mar 6
Most popular
6. The whole Constellation
3
5. Constellation acquisitions - 1H 2022
2
4. Constellation acquisitions in 2022 so far
1
3. Portfolio structure - April 2022
2. Philips: Quantitative Valuation
1. China Mobile: Good Business Vs. Bad Politics
See all popular
Nicoper’s Highlights
Investment valuation through a transparent process.
Subscribe
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