Covalon Technologies

News & Insights #51

Dreaming of South Africa, a tropical island in the Indian Ocean... and of sending Brent Ashton to Rotterdam for a holiday

Jun 2 •

News & Insights #46

Upbeat developments from several Hidden gems, whereas Biorem had some (one-off) negatives in 2024Q4

Apr 18 •

News & Insights #40; Platform models

A nascent platform business in the healthcare sector reminds me of extremely valuable companies like Meta (fka Facebook) and Alphabet (fka Google)

Mar 3 •

News & Insights #35; More temptations

Stellar financial plan (+upside potential) for an American compounder *** Interesting HK situations >> several ultra-low (1-2x) P/E, EV/E, or EV/FCF…

Jan 25 •

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