value and opportunity

After a short vacatation break, I am back with the next “All Belgian shares” post. Besides the usual Real Estate and non-traded Expert market stuff, this time three stocks made it onto the watch list. For one of them I even started a 1% position in order to motivate myself for a deep dive rather sooner than later. Enjoy !!

141. EVS Broadcast Equipment SA

EVS is a 411 mn EUR market cap stock that I analyzed almost 10 years ago as a potential “high quality compounder”. This was my summary back then:

Looking at the chart, this is also one of the stocks where the “shiny new HQ curse” fully hit:

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