Adevinta SA (ADE.OL-158.25 NK) Steadily Building a Global Footprint. Directly added to the Model Portfolio.
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Recent Posts
- Fixation on the Transaction, Rather Than a Focus on Direction, Produces Sub-Optimal Long Term Results.
- US Government Import Tariff Receipts now Exceed 5.3% of Net Revenues.
- The Importance of Political and Economic Climate on Investment Selection.
- Oracle Corporation (ORCL-NYSE, $230.65) Wins the AI Enterprise Data Center Race, Largely Unopposed.
- Gnostic Portfolio Return for the 2nd Quarter ended 06/30/25
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