9 Comments

"existing management (CEO, CFO, COO, CTO and many others) have purchased quite a lot of shares since the beginning of the year."

Where are you seeing this? because I have to disagree.

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Could be that those were awards and not open market purchases. I will check tomorrow and update. Thank you.

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Very helpful. Thank you for sharing.

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Super interesting read. Thanks for sharing!

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After Q3 release, I can say that German company is definitely not CompuGroup Medical

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Or maybe they added after the share price dropped. CEO was changed and there is a hint of that in the MDA.

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Excellent again. Thank you for sharing! The new report is again better than expected by your calculation and boosts them already into Q3 2025 (considering your calculation).

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Hi Nicoper,

Thank you for the update, what is your current allocation to Pinetree?

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Very very small (2.5% or so). I was lucky enough that since I made the investment, my other more concentrated investments grew the same or even more. You can see it here https://nicoper.substack.com/about

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