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TerraVest: Chairman Insider Trading Allegations, and Why I Added on the Drop
A significant governance blow, but a 32% drop feels like an overreaction for a business whose compounding engine remains intact. I added to my position…
Jun 9
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Value Junkie
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Idun Industrier: The Next Great Swedish Serial Acquirer That Nobody Talks About?
Sweden has produced the world's greatest concentration of acquisition-driven compounders. Idun is the most aligned of the emerging generation, and right…
Jun 4
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Value Junkie
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May 2026
D'Ieteren (DIE BB): The Belgian Holdco Hiding a World-Class Business at Half Price
80% of NAV sits in an exceptional business about to go public, yet the stock trades at a 50% discount to NAV. The Belron IPO looks increasingly likely…
May 14
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Value Junkie
14
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VJ Distilled: Ideas to Watch (4th May 2026)
Four ideas worth putting on your radar - commodity volatility beneficiary, a capital pivot the market hasn't priced, an AI panic selloff and a cheap CEE…
May 4
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Value Junkie
5
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Whitbread (WTB LN): Checking Out of Restaurants, Checking Into Returns Focus
FY26 Results and Strategic Reset: Shedding restaurants, cutting CAPEX and management shifting to a returns focus. Moving towards a pure-play. Right…
May 1
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Value Junkie
2
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April 2026
Whitbread (WTB LN): An Interesting Activist Situation
Activist-driven strategic review highlights potential to unlock value, with a shift toward a capital-light model as a key lever. Management will update…
Apr 28
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Value Junkie
8
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June 2023
Start Here: The Value Junkie Archive
Rigorous bottom-up equity research across global markets
Jun 11, 2023
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Value Junkie
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