searching4value
@1s4v.bsky.social
Individual private investor | blogging about value investing | no investment advice. https://searching4value.wordpress.com/
Reg. PE: Certainly true.
I play it via Anicom.
And
Will be interesting to watch the sector in general for new regulation, and life in particular with JP yields where they are
I play it via Anicom.
And
Will be interesting to watch the sector in general for new regulation, and life in particular with JP yields where they are
January 20, 2026 at 3:00 PM
Reg. PE: Certainly true.
I play it via Anicom.
And
Will be interesting to watch the sector in general for new regulation, and life in particular with JP yields where they are
I play it via Anicom.
And
Will be interesting to watch the sector in general for new regulation, and life in particular with JP yields where they are
You are in SBI Insurance? Nice run 👍💪🥂
Also in SBI Hold? A nice name to have 🥳 especially if one believes SBI Ins. serves as a rough indication P/E-wise where SBI Hold might trade .... Or a few turns lower... Still nice
Also in SBI Hold? A nice name to have 🥳 especially if one believes SBI Ins. serves as a rough indication P/E-wise where SBI Hold might trade .... Or a few turns lower... Still nice
January 20, 2026 at 8:42 AM
You are in SBI Insurance? Nice run 👍💪🥂
Also in SBI Hold? A nice name to have 🥳 especially if one believes SBI Ins. serves as a rough indication P/E-wise where SBI Hold might trade .... Or a few turns lower... Still nice
Also in SBI Hold? A nice name to have 🥳 especially if one believes SBI Ins. serves as a rough indication P/E-wise where SBI Hold might trade .... Or a few turns lower... Still nice
Thought much about the same.
But o/c I find reasons for most of 'my' names to hold them, you know, kind of against base rates, despite better knowledge.
Missed you on friday in cologne to talk insurance
But o/c I find reasons for most of 'my' names to hold them, you know, kind of against base rates, despite better knowledge.
Missed you on friday in cologne to talk insurance
January 20, 2026 at 6:27 AM
Thought much about the same.
But o/c I find reasons for most of 'my' names to hold them, you know, kind of against base rates, despite better knowledge.
Missed you on friday in cologne to talk insurance
But o/c I find reasons for most of 'my' names to hold them, you know, kind of against base rates, despite better knowledge.
Missed you on friday in cologne to talk insurance
... blah blah blah.
Better perks, wining and dining
Better perks, wining and dining
January 19, 2026 at 2:02 PM
... blah blah blah.
Better perks, wining and dining
Better perks, wining and dining
Not unlikely other bids coming in until mid Feb?
There might be some big ego CEOs at big insurers with big capital buffers who want to show bigger growth in cyber insurance...
There might be some big ego CEOs at big insurers with big capital buffers who want to show bigger growth in cyber insurance...
January 19, 2026 at 1:49 PM
Not unlikely other bids coming in until mid Feb?
There might be some big ego CEOs at big insurers with big capital buffers who want to show bigger growth in cyber insurance...
There might be some big ego CEOs at big insurers with big capital buffers who want to show bigger growth in cyber insurance...
Rational to have 40% in the Galaxy?
December 23, 2025 at 3:12 PM
Rational to have 40% in the Galaxy?
Ich nehme an die Zeitpläne für Aufzüge in Deutz und Rolltreppen im Düsseldorf Hbf sind undefiniert?
Unendlich.
TBD?
Unendlich.
TBD?
December 16, 2025 at 7:53 PM
Ich nehme an die Zeitpläne für Aufzüge in Deutz und Rolltreppen im Düsseldorf Hbf sind undefiniert?
Unendlich.
TBD?
Unendlich.
TBD?
Rather easy to achieve (with the right turbo fuel: inflation)
December 11, 2025 at 8:14 AM
Rather easy to achieve (with the right turbo fuel: inflation)
Kommt es nicht eher darauf an was der Würfel auf dem Amt anzeigt?
(in #Bürokratistan) 😌
(in #Bürokratistan) 😌
November 25, 2025 at 5:37 PM
Kommt es nicht eher darauf an was der Würfel auf dem Amt anzeigt?
(in #Bürokratistan) 😌
(in #Bürokratistan) 😌
Why did CH export such high volumes to Italy in the first place? Can the Italians better sell (originally Chinese but imported via an) Italien (port) tomatoes to other European countries?
November 21, 2025 at 2:31 PM
Why did CH export such high volumes to Italy in the first place? Can the Italians better sell (originally Chinese but imported via an) Italien (port) tomatoes to other European countries?
(that might be the case, or not...)
Despite UMG being flat for 5yrs, and some governance issues being highlighted
Despite UMG being flat for 5yrs, and some governance issues being highlighted
October 29, 2025 at 12:51 PM
(that might be the case, or not...)
Despite UMG being flat for 5yrs, and some governance issues being highlighted
Despite UMG being flat for 5yrs, and some governance issues being highlighted
Both names did not contribute any performance for a few years now. Dead money (until it isn't?)
October 29, 2025 at 8:31 AM
Both names did not contribute any performance for a few years now. Dead money (until it isn't?)
Wichtig ja!
Wahrscheinlich? Wohl kaum! 🙈
Wahrscheinlich? Wohl kaum! 🙈
October 25, 2025 at 8:47 AM
Wichtig ja!
Wahrscheinlich? Wohl kaum! 🙈
Wahrscheinlich? Wohl kaum! 🙈
And I thought it is all about (carrying around) the (completely soaked) paper cup showing some logo instead of the hot drink, which can actually be very nice in many places on earth
October 20, 2025 at 8:07 PM
And I thought it is all about (carrying around) the (completely soaked) paper cup showing some logo instead of the hot drink, which can actually be very nice in many places on earth
Hacking insurance but not able to snip a screenshot that is actually readable?
October 18, 2025 at 10:37 AM
Hacking insurance but not able to snip a screenshot that is actually readable?
Nur McChicken könnte vor vier Jahren bereits das Jahr 2030 auswerten!💪
October 16, 2025 at 6:32 PM
Nur McChicken könnte vor vier Jahren bereits das Jahr 2030 auswerten!💪
Also the lt3000 blog from Lyall
October 12, 2025 at 1:57 PM
Also the lt3000 blog from Lyall
Einfach ein bisschen mehr mehr Vision, purpose, culture, values, adjustments, SBC, und ganz wichtig literally 'literally' auf die slides schreiben (lassen)
October 9, 2025 at 9:01 PM
Einfach ein bisschen mehr mehr Vision, purpose, culture, values, adjustments, SBC, und ganz wichtig literally 'literally' auf die slides schreiben (lassen)
Mein Beileid 😜
(Ein leidgeplagter)
(Ein leidgeplagter)
September 10, 2025 at 8:02 AM
Mein Beileid 😜
(Ein leidgeplagter)
(Ein leidgeplagter)
... außer jeder trade hat einen positiven Erwartungswert für den return nach allen Kosten und eine sehr niedrige Varianz, dann ...
September 4, 2025 at 11:58 AM
... außer jeder trade hat einen positiven Erwartungswert für den return nach allen Kosten und eine sehr niedrige Varianz, dann ...
Den selben button den die meisten Parteien in Köln bei einem der wichtigsten Themen gedrückt haben ? 😁
September 2, 2025 at 11:48 AM
Den selben button den die meisten Parteien in Köln bei einem der wichtigsten Themen gedrückt haben ? 😁
Man kann ja eigentlich nur hoffen dass solche Artikel nur noch offiziell von Menschen geschrieben werden, ganz überwiegend aber von Maschinen auf Knopfdruck produziert werden.
Wie viel manuelle Arbeit steckt hier als Autor noch drin? 🤔
Wie viel manuelle Arbeit steckt hier als Autor noch drin? 🤔
September 2, 2025 at 6:57 AM
Man kann ja eigentlich nur hoffen dass solche Artikel nur noch offiziell von Menschen geschrieben werden, ganz überwiegend aber von Maschinen auf Knopfdruck produziert werden.
Wie viel manuelle Arbeit steckt hier als Autor noch drin? 🤔
Wie viel manuelle Arbeit steckt hier als Autor noch drin? 🤔