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February 1st portfolio update (+14% YTD)

Positions, changes and rationale
READ THE LATEST
~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
November portfolio update
Overview of October changes & their rationale
Nov 2, 2025 • Floebertus
Floebertus
Floebertus
We research companies globally and find outperforming stocks where others aren't looking. Not financial advice.
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