Some links 15/2024
Being a successful Contrarian investor is harder as it seems
Mavix with a write-up on Italian Live event Audio company Powersoft
Interesting write-up on Polish Mini Market operator Dino Polska
Concerns are increasing about the Private Credit “Asset class”
Emerging Value on struggling UK serial Acquirer SDI Plc
The “success rates” in Venture capital investing are quite low
The UK renewable sector looks potentially interesting again (FT, search result)
value and opportunity 
A very nice deep dive into Dino Polska, one of my long-term holding.
Talking of UK serial acquirers, anyone has an opinion on Software Circle (SFT)? They’re trying to morph into a Constellation clone.
I’m getting butt-hurt sitting on the (inside) of the fence on this one: on the one hand it’s a fair idea and the management is likeable, on the other hand they might be trying too hard; and it’s somewhat pricey, but not crazily so.
As you might know, I own Chapters Group which in turn owns 30% (?) Of Software Circle.