Some links
A good overview of event driven investing
Some links related to current and upcoming Spin-offs
A good overview of current issues in the Turkish Banking sector
The UK Value Investor looks at SaaS company Sage Plc,
Uber is going vertical towards Mobility as a Service (MaaS)
Depending on where one reads, Waymo, Google’s Self driving unit is either a fantastic success or “people absolutely hate it”
Liqtech could be an interesting “punt” on changing regulation for the shipping industry
Might be of interest, Qatar to invest in German Mittelstand companies:
https://www.reuters.com/article/us-germany-qatar-investments/qatar-plans-to-invest-billions-of-dollars-in-germany-report-idUSKCN1LI0JP
I’d stay away from Liqtech. The board of directors is full of colorful people, and the stock was, at least in my opinion, target of a pump and dump scheme.
I wouldn’t call Sage Group a SaaS company. The SaaS share is less than 20 percent.
A few days ago their CEO was ousted after dismal results and faltering transformation.
Thank you very much for the Liqtech article. I recently came across Liqtech as i scanned earning dates and the corresponding charts. I initiated a very small position and sold it recently after that run. But after reading the article i think i will reopen a bigger but still no big position.