Floebertus

Appetizers

Two growing companies, profitable, trading below cash, buying back stock, trading at 52-week highs

Jan 1 • Floebertus

14

3

3

December 2025

Review of the 8 write-ups in 2025 (+44% avg)

Dear reader,

Dec 14, 2025 • Floebertus

30

9

5

December portfolio update (+102% YTD)

Positions, changes and rationale

Dec 6, 2025 • Floebertus

33

11

1

November 2025

Poland's most interesting stocks

Update for Q3 earnings

Nov 30, 2025 • Floebertus

30

3

Grand Banks Yachts (G50.SI)

Small compounder at 6x earnings, reports 110% bookings growth

Nov 23, 2025 • Floebertus

9

3

2

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

17

7

3

November portfolio update

Overview of October changes & their rationale

Nov 2, 2025 • Floebertus

13

4

1

October 2025

Cedergrenska AB

A private equity playbook delivering public service

Oct 25, 2025 • Floebertus

18

17

2

Huationg Global Ltd.

A great company hidden behind a phased out one-off project

Oct 12, 2025 • Floebertus

19

2

Singapore's most interesting stocks

The best stocks, in the best stock market in 2025

Oct 11, 2025 • Floebertus

30

6

2

Portfolio & Performance review (Q3)

+89% YTD

Oct 4, 2025 • Floebertus

13

1

1

September 2025

The American Dream

A model for the US Housing Market Cycle

Sep 20, 2025 • Floebertus

14

3

3