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2025 Review
Performance of 12.2% (EUR), Drivers and thoughts on positions
Jan 3
•
Carsten Mueller
26
4
1
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Discussions
Two new positions
Deep Contrarianism on TeamViewer and WW International
Dec 30, 2025
•
Carsten Mueller
35
7
1
Cairo Mezz plc
A Greek special situation & "Weird Shit" Idea
Jul 29, 2025
•
Carsten Mueller
26
14
3
Summer 2025 Update and thoughts on positions
Disclaimer: This is not investment advice.
Jul 22, 2025
•
Carsten Mueller
21
2
Performance Review 2024
Great year for the markets - kinda average for Augustusville
Jan 13, 2025
•
Carsten Mueller
23
3
My 26 positions to start 2025
Disclaimer: This is not investment advice.
Jan 7, 2025
•
Carsten Mueller
33
6
1
Bottom Fishing in Sick Man's Land
A Winter's Tale on Germany and German companies
Nov 24, 2024
•
Carsten Mueller
92
34
9
Q3 Update
Disclaimer: This is not investment advice.
Nov 1, 2024
•
Carsten Mueller
23
2
2
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