TheOracleOfOslo

F.I.L.A. - Fabbrica Italiana Lapis ed Affini (FILA.MI) - A Cash-Generative Stub That Almost Pays You To Own It!

Participate in a growth story while getting a century-old, profitable business with aligned management and essential products for 1x FCF.

Sep 11 • 

TheOracleOfOslo

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7

August 2025

Starz Entertainment (STRZ) - From Neglected RemainCo to Rising Star(z)?

A cheap, cash-generative, niche streaming company hitting a rough patch

Aug 29 • 

TheOracleOfOslo

5

June 2025

North Media A/S (NORTHM) - A Cash-Rich Legacy Business Poised to Inflect

North Media A/S (NORTHM) is a Danish media and technology conglomerate focused on physical distribution and digital B2C platforms.

Jun 9 • 

TheOracleOfOslo

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1

April 2025

Entravision Communications (EVC) - When Incentives, Undervalued Assets and Tailwinds Align

Entravision Communications (EVC) has had a lot against it in recent time.

Apr 17 • 

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2

March 2025

Tenaz Energy (TNZ) - Carving Out a Lucrative Niche

Tenaz Energy (TNZ) is a Canadian upstream- and midstream focused oil and gas company, specializing in acquiring, optimizing, and operating non-core E&P…

Mar 27 • 

TheOracleOfOslo

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thyssenkrupp AG (TKA) - German Colossal Worth More Dead Than Alive

TKA is a colossal German conglomerate with around 90.000 employees worldwide, and operates within a broad array of industries, including steel…

Mar 3 • 

TheOracleOfOslo

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4

January 2025

Regis Corporation (RGS) - A Late, Late Update

Regis has been like a roller coaster since my initial writeup.

Jan 27 • 

TheOracleOfOslo

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7

Alico (ALCO) - A Transformation for the Ages (Update)

A Quick Update

Jan 9 • 

TheOracleOfOslo

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Aker Carbon Capture (ACC) - The Bargain of the Year Already?

Business Model

Jan 2 • 

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3

November 2024

Regis Corporation (RGS) - A Wonderful Turnaround Story in the Early Innings?

Due to the unforeseen Covid-19 pandemic and subsequent salon restrictions, Regis saw itself at the brink of bankruptcy.

Nov 5, 2024 • 

TheOracleOfOslo

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October 2024

DEDI, BETS-B and SLEEP - A Swedish Triple Update

Dedicare AB (DEDI)

Oct 27, 2024 • 

TheOracleOfOslo

Stellantis (STLAM) - A Cheap Automotive Powerhouse or Just Another Value Trap?

Introduction

Oct 3, 2024 • 

TheOracleOfOslo