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Nicoper’s Notes
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33. More on Pinetree: Q1 2026 portfolio changes
I am just forcing myself to be more engaged with my portfolio. Writing helps.
Jun 2
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Nicoper's Notes
9
5
32. Pinetree FY 2025
Brief note on Pinetree
Apr 23
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Nicoper's Notes
21
4
1
31. BFF Bank: A Scenario
Late night thought turned into a note and speculation on near term future. I view it as a special situation, but it can develop beyond that.
Nov 7, 2025
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Nicoper's Notes
7
2
Most Popular
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17. Pinetree Holding: Special situations vehicle of Leonard family
Apr 17, 2024
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Nicoper's Notes
24
17
2
13. Topicus - Value shortcut
Nov 21, 2023
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20
6
2
25. Pinetree: FY 2024
Mar 4, 2025
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Nicoper's Notes
7
1
11. Mader Group: First Note
Aug 3, 2023
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Nicoper's Notes
18
8
1
7. Markel Corporation: Drivers of value
Oct 2, 2022
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Nicoper's Notes
16
15
1
32. Pinetree FY 2025
Apr 23
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Nicoper's Notes
21
4
1
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30. Lennar Corporation exchange of shares for Millrose Properties
Short (and long). Actionable.
Oct 14, 2025
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Nicoper's Notes
5
1
3
29. Portfolio updates - July 2025
It was vacation season.
Aug 13, 2025
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13
10
1
28. Portfolio updates - May 2025
Overview of my portfolio activities for past two months
Jun 1, 2025
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16
1
27. Urban Logistics acquisition by LondonMetric Property PLC
M&A spread opportunity
May 19, 2025
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Nicoper's Notes
3
1
1
26. Portfolio Updates - March 2025
Overview of my portfolio activities for past two months
Mar 29, 2025
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11
2
25. Pinetree: FY 2024
Pinetree valuations. Article is paywalled until I make some decisions. If you had investment exchanges with me, and subscription is too much for you…
Mar 4, 2025
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Nicoper's Notes
7
1
24. Portfolio updates - January 2025
Overview of my portfolio activities for past two months
Jan 29, 2025
•
Nicoper's Notes
14
2
1
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