Reminiscences of a Shrub Operator

Reminiscences of a Shrub Operator

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Reminiscences of a Shrub Operator
Reminiscences of a Shrub Operator
"What if...there is a Ceasefire in Ukraine?" - Part V
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"What if...there is a Ceasefire in Ukraine?" - Part V

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Le Shrub
May 01, 2025
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Reminiscences of a Shrub Operator
Reminiscences of a Shrub Operator
"What if...there is a Ceasefire in Ukraine?" - Part V
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We have been early in buying beneficiaries of a possible Ceasefire in Ukraine and subsequently in buying beneficiaries of the German Fiscal Package (See here for the “Borsch Basket” in the BBBB-Barbell Portfolio ™️).

Shrubscribers have been very proactive in sharing great ideas that could be included in the basket.

I have been investing in Europe for almost two decades (sadly) and I thought I knew most of the companies here. So I must admit when shrubscriber Edoardo (@EdwardDiGi) pitched this stock, I was a bit embarrassed that I had never heard of it before, especially once I realized that this could be an important play for Europe going forward. We went back and forth with Edoardo, which led to a Shrub / Shrubscriber collaboration. Here it goes:

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