StefanCa

Forumberichten

1. Forum feb '23

   Eurocommercial Properties 2023

   Door: StefanCa Forum: Eurocommercial Properties

   Today I exited my ECMP position which I opened in the spring-summer of 2020. My logic was to ride the corona recovery wave and I decided to exit now because I do not see EU stocks going too much up from here + I do no...

2. Forum jan '23

   Eurocommercial Properties 2022

   Door: StefanCa Forum: Eurocommercial Properties

   +3.5% on the first day of trading and most similar companies are up more or less the same. What is the driver?

3. Forum nov '21

   Eurocommercial Properties 2021 jaardraadje

   Door: StefanCa Forum: Eurocommercial Properties

   Most likely big decrease today. Look at German and uk indexes -2% or even -3%

4. Forum dec '20

   ECP 2020

   Door: StefanCa Forum: Eurocommercial Properties

   quote:StefanCa schreef op 21 december 2020 12:57:Speculatively expanded my position at 14.3 with 500 pieces. Plan to sell them once sentiment calms down (assuming this new virus strain is nothing special and vaccine w...

5. Forum sep '20

   Pershing Square

   Door: StefanCa Forum: Pershing Square Holdings Ltd

   Unfortunately, that is the portfolio performance, not portfolio structure (some of those positions were already liquidated)