Yannic Barthold Remco Erwon Roosendaal
Yannic Barthold Remco Erwon Roosendaal @YannicRoosendaal

Performance
All

-24.97%2026
2026
40.74%2025
2025
16.13%2024
2024
2.50%2023
2023
-15.40%2022
2022
-35.55%2021
2021
27.26%2020
2020
13.66%2019
2019
-95.34%2018
2018
186.50%2017
2017
186.5%0%-186.5%
Yannic Barthold Remco Erwon Roosendaal
Just finished reading Poor Charlie's Almanack (Charlie Munger, closest partner of Warren Buffet). One thing I found relevant and interesting with regards to current focus on tariffs, is this outtake of a speech he gave more than 20 years ago. Here it is: "Everybody in economics understands... Show More
Yannic Barthold Remco Erwon Roosendaal
Over the past 6 months. Tencent has risen almost 57%. Prosus has gained just 38%. Increasing the discount in the valuation of Prosus. And in addition, making the future sale of Tencent shares by Prosus, for funding their buyback program, even more impactful. Leading to more value for Prosus shareholders... Show More

About Yannic Barthold Remco Erwon Roosendaal
Netherlands
Strategy: Value

Msc: Business Administration - Digital Business
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