HeyJaredMr Market Miscalculates
Investing in unloved, overlooked or under-followed European companies
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 16, 2026
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- Earliest in this view
- Jul 13, 2026
Latest issues
Verisure plc (opens the original)
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Verisure ($VSURE.ST) is a €9 billion leading provider of professionally monitored alarm systems and integrated smart-home security solutions designed primarily for residential properties and small-to-medium enterprises (SMEs) in both Europe and Latin America. [The company is listed on Nasdaq Stockholm but it’s traded and reports in EUR.]With the global headquarters in Versoix (Geneva, Switzerland), the company traces its roots to 1988 when it was founded as Securitas Direct, a division of Sweden
Important update on Gamma Communications (opens the original)
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Quick follow-up to yesterday’s Monthly recap #24 on $GAMA.L’s saga: this morning, Tuesday Sept. 1, Epiris finally made an official offer to acquire the entire company, probably
Monthly recap #24 (opens the original)
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Irish Continental GroupOn July 24, ICG (profiled here two years ago) announced that the Board of Directors had agreed a management-buy out (MBO) at €8/share (for a total equity value of €1.2 billion and an implied P/E of 18x) from Bluefin Bidco, a vehicle controlled by members of ICG’s senior management who in aggregate hold ~24% of ICG’s shares. While
DO & CO (opens the original)
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DO & CO ($DOC.VI) is a €2.3 billion Austrian company that provides premium catering services for airlines and international events; it also operates selected boutique hotels, airline lounges and food stores under different brands. <source type="image
Monthly recap #23 (opens the original)
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Kardex$KARN.SW was introduced last February in the “Robotics and Automation – Intralogistics” long post as “[…] not a household name, but it’s an excellent business, solid and highly profitable: it provides intralogistics s
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