Company research · Portfolio

BW Energy – reconsidering my investment

I have been invested in BW Offshore since 2013. When they started talking about becoming an oil producer, my initial thought was to liquidate the position, since this was a completely different strategy than what I originally invested in. However when I got time to have a more thorough look at the case, I believed… Continue reading BW Energy – reconsidering my investment

Company research · Portfolio

Danske — an update

I have bought DANSKE over a longer period, and my GAV is about 108 DKK. I wrote an article about it in September 21, link here: https://valueinvestorsite.wordpress.com/2021/09/19/danske-a-valuation-attempt/ In short, my thesis was that all the negativity surrounding the company because of the Estonia matter would push down the stock price, and when the matter finally… Continue reading Danske — an update