Hello everyone,
in November, you received four deep dives into unique small caps plus a review of a major U.S. retail giant. A lot is happening in the stock market right now, debates about an AI bubble and plenty of noise. Don’t get distracted. Stay focused on your long-term investments in strong companies, and you’ll do well.
The next deep dive on a German small cap is already in the works, and I’m also writing a new book (very excited about that!). The deep dive will be published in the coming days.
By year-end, I plan to publish at least two additional deep dives, one piece on financial history, and an annual letter.
So let’s keep doing the work, and thank you to everyone for subscribing, especially to the paid subscribers. Your support truly means a lot to me.
Best regards,
Bernhard - Founder of “Kroker Equity Research”
New posts
Stock Valuation Watchlist
As a paid subscriber, you gain exclusive insight into the Stock Valuation Watchlist, featuring over 30 hand-picked stocks as of today.
Additions and other changes to the Stock Valuation Watchlist in November 2025
November 30, 2025
Argan Inc. (NEW)
November 23, 2025
Walmart Inc. (NEW)
November 16, 2025
Maire S.p.A (NEW)
November 03, 2025
Heidelberger Druckmaschinen (NEW)