One of the net-nets mentioned in the article trading at just 0.38 P/BV, Outokumpu Oyj $OUT1V.HE just got an in-depth writeup by goncalo 🇱🇺 - I highly recommend you read it!

WPIC has revised platinum supply upward and projects a 9% deficit (% demand) in 2024 and 7% in 2025. It blows my mind that mining supply hasn't been cut further at current prices. Seems like no one wants to be the first to cut and potentially miss out on a price upswing.

$OUT1V.HE

Listening to $tka AGM 2025, and they have a segment of shareholders asking uncomfortable questions and absolutely roasting management and the board. 😭😭 We need more of this.

$NAII with some crazy after-market moves—yesterday +30% and today +40%. Interestingly enough, once the market opens, it goes straight back to negative. Does anyone know what this could potentially mean?

New idea in case someone is interested. Special situation in Telco business, highly asymmetric: valuehunter.business.blog/2025/09/28/lib…

Dividenderos se metamorfosean en growth investors. En qué parte del ciclo estamos?

New holding. Value with a catalyst valuehunter.business.blog/2025/10/16/civ…

valuehunter.business.blog/2026/02/16/nai… Reflections on a very bad investment. $NAII

Small write-up on Euronet valuehunter.business.blog/2026/03/29/eur…

Small write-up on $PPE.AX valuehunter.business.blog/2026/03/30/peo…

Write-up on Bonterra Energy valuehunter.business.blog/2026/03/31/tal…