Floebertus

Floebertus

Home
Notes
Chat
Leaderboard

February 1st portfolio update (+14% YTD)

Positions, changes and rationale
READ THE LATEST
>100% growth at 9x earnings... Does it last?
A unique pharma producer with rocketing sales, and unanswered questions.
5 hrs ago • Floebertus
~60% growth in data centers, at ~5x P/E
A micro-cap just posted the most beautiful earnings reports in modern history
Feb 14 • Floebertus
2025 Performance (+123%) & 2026 Portfolio
Hi everyone!
Jan 17 • Floebertus
Appetizers
Two growing companies, profitable, trading below cash, buying back stock, trading at 52-week highs
Jan 1 • Floebertus
Review of the 8 write-ups in 2025 (+44% avg)
Dear reader,
Dec 14, 2025 • Floebertus
December portfolio update (+102% YTD)
Positions, changes and rationale
Dec 6, 2025 • Floebertus
Poland's most interesting stocks
Update for Q3 earnings
Nov 30, 2025 • Floebertus
Grand Banks Yachts (G50.SI)
Small compounder at 6x earnings, reports 110% bookings growth
Nov 23, 2025 • Floebertus
LGI Homes
US company growing intrinsic value at 22% CAGR for 12 years, trading at 50% of book value, buying back shares
Nov 9, 2025 • Floebertus
Floebertus
Floebertus
We research companies globally and find outperforming stocks where others aren't looking. Not financial advice.
Recommendations
View all 11
Kreuzmann’s Ideas
Kreuzmann’s Ideas
Jakub Kreuzmann
Iggy on Investing Newsletter
Iggy on Investing Newsletter
Iggy on Investing
Capytal Management
Capytal Management
Capytal Management
Deep-Value Stocks
Deep-Value Stocks
Mr Deep-Value
Bebop Value
Bebop Value
Paul

Floebertus

AboutArchiveRecommendationsSitemap
© 2026 Floebertus · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture