Value and Opportunity

Quick Updates: EVS Broadcast, Thermador, Eurokai and Sixt (opens in new tab)

The last few days are super busy with 8 (or more ?) of my companies reporting 2025 numbers. That’s why I do only the first 4 right now, the others (Jensen, SFS, Bois Sauvage and Italmobiliare) will follow soon. EVS Broadcast 2025 preliminary results EVS released preliminary numbers last Friday. At first sight, they were a little bit of a

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