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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 28, 2025 | Harry Qelm Baabsman Ltd | - | 9.7% | ADBE, CRM, GOOG, LIGHT NA, NVDA, NXT, PUM GR, SEDG, VWSB GR, ZAL GR, ZM | dislocation, Intrinsic Value, long-term, valuation gaps, volatility | The letter discusses extreme market dislocations caused by speculative behavior in AI-linked mega caps and short-term trading dominance. Management warns that pricing volatility has decoupled from fundamentals, creating opportunities in undervalued sustainable energy, technology, and consumer businesses. The outlook favors patient capital, intrinsic value discipline, and long holding periods. | ADBE PUM GR VWSB GR NXT ZAL GR ZM CRM |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Mr. Damir Babanazarov | Vestas Wind Systems A/S | Industrials | Heavy Electrical Equipment | Bull | Xetra | cashflow, Margins, pipeline, renewables, services, Wind | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||