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Equities 123

Pierre Winter publishes in-depth fundamental research on listed real-estate companies, REITs, SIICs, and serial acquirers.

https://equities123.substack.com/

Mentions58
Posts16
Latest post11 Oct 2026
Vitec Software Group AB (publ)Top 5 European Stocks October 2026-11 Oct 2026
Novo Nordisk A/STop 5 European Stocks October 2026-11 Oct 2026
Kering SALuxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
Brunello Cucinelli S.p.A.Luxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
LVMH Moet Hennessy Louis Vuitton SELuxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
Compagnie Financière Richemont SALuxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
Burberry Group plcLuxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
L'Oréal S.A.Luxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
Ferrari N.V.Luxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
Pandora A/SLuxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
Moncler S.p.A.Luxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
Hermès International Société en commandite par actionsLuxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
Eurofins Scientific SEEurofins Scientific: The Margin Is Rising, Growth Is Stalling-27 Sept 2026
ANTA Sports Products LimitedTop 5 September 2026-13 Sept 2026
Tencent Holdings LimitedTop 5 September 2026-13 Sept 2026
Alibaba Group Holding LimitedTop 5 September 2026-13 Sept 2026
Eurofins Scientific SETop 5 European Stocks, September 2026: My Highest-Conviction Picks-6 Sept 2026
Exor N.V.Top 5 European Stocks, September 2026: My Highest-Conviction Picks-6 Sept 2026
Novo Nordisk A/STop 5 European Stocks, September 2026: My Highest-Conviction Picks-6 Sept 2026
Vitec Software Group AB (publ)Top 5 European Stocks, September 2026: My Highest-Conviction Picks-6 Sept 2026
Prosus N.V.Top 5 European Stocks, September 2026: My Highest-Conviction Picks-6 Sept 2026
Lagercrantz Group AB (publ)European Portfolio: 62% in 5 Positions, August 2026-30 Aug 2026
Röko AB (publ)European Portfolio: 62% in 5 Positions, August 2026-30 Aug 2026
Lifco AB (publ)European Portfolio: 62% in 5 Positions, August 2026-30 Aug 2026
Rollins, Inc.European Portfolio: 62% in 5 Positions, August 2026-30 Aug 2026
The Trade Desk, Inc.The Trade Desk at $13: The End of a Myth, or the Start of an Absurd Discount?-23 Aug 2026
Kelly Partners Group Holdings Limited5 Quality Contrarian Stock Picks, August 2026: From Meta to a Super App Trading at –40%-16 Aug 2026
FactSet Research Systems Inc.5 Quality Contrarian Stock Picks, August 2026: From Meta to a Super App Trading at –40%-16 Aug 2026
Meta Platforms, Inc.5 Quality Contrarian Stock Picks, August 2026: From Meta to a Super App Trading at –40%-16 Aug 2026
Alexandria Real Estate Equities, Inc.Alexandria Real Estate (ARE): Why Rents Are Falling Twice as Fast as Management Reports-14 Aug 2026
Novo Nordisk A/STOP 5 PEA: July 2026. My Best European Convictions-8 Aug 2026
Vitec Software Group AB (publ)TOP 5 PEA: July 2026. My Best European Convictions-8 Aug 2026
Prosus N.V.TOP 5 PEA: July 2026. My Best European Convictions-8 Aug 2026
Novo Nordisk A/SLife Sciences: The Recovery Finally Becomes Visible-6 Aug 2026
Alexandria Real Estate Equities, Inc.Life Sciences: The Recovery Finally Becomes Visible-6 Aug 2026
MedCap AB (publ)Life Sciences: The Recovery Finally Becomes Visible-6 Aug 2026
Eurofins Scientific SELife Sciences: The Recovery Finally Becomes Visible-6 Aug 2026
Danaher CorporationLife Sciences: The Recovery Finally Becomes Visible-6 Aug 2026
Sartorius Stedim Biotech S.A.Life Sciences: The Recovery Finally Becomes Visible-6 Aug 2026
Medpace Holdings, Inc.Life Sciences: The Recovery Finally Becomes Visible-6 Aug 2026
Thermo Fisher Scientific Inc.Life Sciences: The Recovery Finally Becomes Visible-6 Aug 2026
Warehouses De Pauw SAListed REITs: The Return of Growth Isn’t Lifting Everyone-4 Aug 2026
Immobiliere Dassault SAListed REITs: The Return of Growth Isn’t Lifting Everyone-4 Aug 2026
Fonciere Inea S.A.Listed REITs: The Return of Growth Isn’t Lifting Everyone-4 Aug 2026
IcadeListed REITs: The Return of Growth Isn’t Lifting Everyone-4 Aug 2026
GecinaListed REITs: The Return of Growth Isn’t Lifting Everyone-4 Aug 2026
Essential Properties Realty Trust, Inc.Listed REITs: The Return of Growth Isn’t Lifting Everyone-4 Aug 2026
Argan SAListed REITs: The Return of Growth Isn’t Lifting Everyone-4 Aug 2026
Prologis, Inc.Listed REITs: The Return of Growth Isn’t Lifting Everyone-4 Aug 2026
Instalco AB (publ)Ashtead Technology and Instalco: A Recovery Still Waiting to Be Proven-2 Aug 2026
Ashtead Technology Holdings PlcAshtead Technology and Instalco: A Recovery Still Waiting to Be Proven-2 Aug 2026
Nemetschek SENemetschek SE: Can the Software That Builds the World Rebuild Investor Confidence?-2 Aug 2026
ASSA ABLOY AB (publ)Indutrade, Atlas Copco and ASSA ABLOY: Is Industry Making a Comeback?-31 Jul 2026
Atlas Copco AB (publ)Indutrade, Atlas Copco and ASSA ABLOY: Is Industry Making a Comeback?-31 Jul 2026
Indutrade AB (publ)Indutrade, Atlas Copco and ASSA ABLOY: Is Industry Making a Comeback?-31 Jul 2026
Flat Capital AB (publ)Investor AB, Industrivärden and Flat Capital: Understanding NAV-29 Jul 2026
AB Industrivärden (publ)Investor AB, Industrivärden and Flat Capital: Understanding NAV-29 Jul 2026
Investor AB (publ)Investor AB, Industrivärden and Flat Capital: Understanding NAV-29 Jul 2026