News for Treasure ASA (TRE.OL)

Urbana Corporation is family controlled, which explains some NAV discount, and private markets are not very liquid, but it's not an unappealing play. Learn more on UBAAF stock here.

Less than 100 stocks to go after this post...I took some time to continue because I lost a full post to the bloody Wordpress editor. As the random generator picked some quite interesting stocks this time, I had written quite a lot. This verson is shorter, but 5 stocks are worth to "watch". I am…

We believe Aker ASA trades substantially below the SOTP valuation of its public and private holdings as an investment/industrial company. Read more here.

Wallenius Wilhelmsen sees some defense lift in about 5% of its EBITDA as the US government pays for transport of NATO equipment. Read more here.

The Bonhoeffer Fund returned -14.9% net of fees in the second quarter of 2022. Click here to read the full fund letter.

Our Value Lab Portfolio has eclipsed all benchmarks both on a YoY and YTD basis. Click here to know our portfolio strategy and theme on a go-forward basis.

It's a holding company that is worth half of what it owns, the Korean shipping and logistics company Hyundai Glovis.