Hi followers,
As you might have noticed I’m back in business after a long break in the first half of this year. I had to focus on my new job as an equity analyst at a European small cap fund. But now I’m back and I see my content gaining traction, so I’m planning to post more consistently every week.
During the first half of the year I did a lot of trades.
Of the stocks I covered earlier on Substack:
- I exited PayPal at $62 (break-even for me), but up 53% from the lows this year.
- I also sold my last shares of Heijmans NV at €116, after an amazing +1276% return in just 4 years!
I’m still riding:
- Lithium Chile (added in August at 0.43 CAD)
- InMode (re-entered in June at $13.50)
- Turkish Airlines
- Nomad Foods
- Stalexport Autostrady (entered in August at 1.78 PLN)
During my break from Substack, I also bought a lot of stocks privately. Some of them fit the theme of Deep Value Stocks and have performed very good:
- The Geo Group: +98%
- Edenred: +84%
- Kinepolis: +82%
- 3i Group: +51%
- Pluxee: +41%
Of course not all of my stocks performed like this. I might cover them in the future, although they might not be steals right now anymore.
Of course, I will share my ideas with my followers from now on. An I will do this for free!
Congrats again to those of you who followed my advice to buy Aumann AG and participate in the tender offer. They say a free lunch doesn’t exist, yet this was a free lunch; a riskless arbitrage opportunity to earn up to €300. That’s quite some lunch.
Enjoy your day and see you next time!
The results of the Aumann AG tender offer are in: all offers up til 100 shares were accepted integrally, as we predicted.
Congrats to everyone who participated! 🎉
All of you who participated with us made €250 to €400 profit!
Follow us for more stock tips.
#Aumann $AAG.DE $AAG.GY
The tender offer for Aumann AG ends tomorrow. Right now you can still earn €270 risk-free*
They’re buying back shares tomorrow for €17,80 per share and they’ll fully accept offers of up to 100 shares. At the current share price of €15,10, this is an opportunity to earn €270.
https://t.co/16UuZnTonQ
* This might depend on eventual taxation in your country of residence.
#Aumann $AAG.DE
@TheLongInvest Do you mean ‘impossible to ignore range’.
Because that’s something totally different than ‘impossible range to ignore’.
I thought you were a native English speaker, no?
Only 3 days left to benefit from this abritrage opportunity!
At the current price you can earn €250.
Disclaimer: Always make sure your broker allows you to participate in the corporate action and check if any taxes would apply in your country!
#Aumann $AAG.DE
The stock price of Aumann AG is currently €15,35 due to institutional investors (who cannot benefit from this arbitrage opportunity) taking profits.
This means you can earn €245 risk-free in just one week time! Only a few days left to partake in the tender offer!
https://t.co/yHUojLqrqG
#Aumann $AAG.DE
As I’ve been saying for 2 weeks: you an still earn more than €200 risk-free with the Aumann tender offer.
Read my Substack post here:
https://t.co/DB6OBx2fNF
#Aumann $AAG.DE
Interesting Short-Term Tender
You usually see me and the other team AAIG members who are active on X talking about tech. AI and defense mostly. But we've also got team members who are more active on members Discord, supporting with subscribers and hunting for special tenders, special situations, arbitrage plays, and other small caps. For example, in healthcare we've got a really interesting pick I'll talk about that in the future.
So the opportunity now 👇
So while we focus on the longer-term trends, we've got an interesting tender offer right now one that can give you some extra money to take your wife or girlfriend or whoever out to a nice dinner. Also very nice for smaller, starting investors.
Aumann $AAG.DE just raised the price of their tender offer, buying back up to 10% of shares at €17.80 (was €16.50), stock trades at €15.65. That's €2.15/share upside, locked in.
The catch that makes it special: an odd-lot mechanism. Tender ≤100 shares and your FULL tender gets accepted no proration, unlike larger holders who'll get scaled back (last buyback was massively oversubscribed).
Play: buy 99 shares (~€1,565), tender them, collect ~€215 profit (~13.7%) by ~July 10. Window closes July 3.
Why low risk: they ran the same playbook last year, even raised the price mid-offer, and closed successfully. Cancellation risk looks minimal.
One of our team members has been following this tender closely and knows it inside out he's available for questions in our Substack channel. All questions there only. Link in bio
Small reminder Aumann changed the buyback price from €16,50 to €17,80. (17,80 - 15,60) x 99 = about 220 profit in a matter of 3 weeks. Acceptation period ends 3th of July, 23:59 (CET). Orders with <= 100 shares get priority.
ISIN: DE000A2DAM03 $AAGG.DE $AAG.DE
$INMD is up 13% today!
#InMode received a $16.20 per share buyout proposal from CEO-linked group.
And it's still dirt cheap:
- Share price: $15.00
- Market cap: $952m
- Net cash: $547m
- Net income 2025: $94m
- EV/EBIT (2025): 4,3