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Jeronimo MartinsJeronimo Martins
Jeronimo Martins. Part 2. Management & competitors
Aug 13, 2023

Jeronimo Martins. Part 2. Management & competitors

Management, competitors, competitive advantages and... Dino Polska

The Octopus Value Investing
The Octopus Value Investing
Jeronimo MartinsJeronimo Martins
Jeronimo Martins - Part 1. Business breakdown
Aug 07, 2023

Jeronimo Martins - Part 1. Business breakdown

The portugese group behind Biedronka... and more

The Octopus Value Investing
The Octopus Value Investing
Sectors in briefSectors in brief
#1 Sectors in Brief - Why I don't invest in the banking sector
Aug 02, 2023

#1 Sectors in Brief - Why I don't invest in the banking sector

The challenges I see on the sector

The Octopus Value Investing
The Octopus Value Investing
PandoraPandora
Pandora A/S - Part 2
Jul 26, 2023

Pandora A/S - Part 2

Competitors, valuation and risks.

The Octopus Value Investing
The Octopus Value Investing
PandoraPandora
Pandora A/S - Deep dive on the Danish affordable luxury king. Part 1.
Jul 19, 2023

Pandora A/S - Deep dive on the Danish affordable luxury king. Part 1.

An interesting option to surf the developed world premiumization trend

The Octopus Value Investing
The Octopus Value Investing
IntroductionIntroduction
The Octopus Value Investing newsletter
Jun 28, 2023

The Octopus Value Investing newsletter

Introduction. Who I am and how did I start.

The Octopus Value Investing
The Octopus Value Investing
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