AmadeusValue’s Newsletter

Part 2 / 2: Portfolio going into 2025

$BFF.IM, $SES.IM, $8291.JP, $CCG.AX - and more to come...

Jan 3 • 

AmadeusValue

21

4

Part 1 / 2: Update and context, approach going forward

Portfolio going into 2025 revealed in my next post

Jan 2 • 

AmadeusValue

14

February 2024

Aclaris Therapeutics ($ACRS)

An intriguing busted biotech situation ($1.15 share price, $81.53m market cap, >$1.5m USD ADTV). Upside estimate of +27-58%, or assuming a six-month…

Feb 6, 2024 • 

AmadeusValue

6

16

February 2022

Comms Group (CCG AX)

An Australian nano-cap lollapalooza offering +170% to +250% returns over the next three years

Feb 25, 2022 • 

AmadeusValue

10

7

June 2021

My background, objectives and investment process

Inaugural post

Jun 11, 2021 • 

AmadeusValue

9

3

Global opportunistic value investing in inefficient markets

Welcome to AmadeusValue’s Newsletter by me, AmadeusValue.

Jun 10, 2021 • 

AmadeusValue

2