Archive - Mr Mimetic

Our Magnificent Six

Actionable High Conviction Ideas from the Mr Mimetic Fox Fund

May 10 •

January 2025

Why water is the new gold, like Michael Burry predicted.

Jan 27 •

The Duopoly in Native Advertising. THE MAD MEN SERIES - part 4

Meet the ugly duckling of the advertising space

Jan 17 •

October 2024

While this company makes you look through the mist of the dark

Mr Mimetic tries to look into the future

Oct 31, 2024 •

September 2024

Raising our minimal investment requirements

What metrics would have predicted a better run for the Mr Mimetic Fox Fund, so far?

Sep 9, 2024 •

July 2024

The Mad Men Series, part 3: a Constellation-model in the Advertising Space?

Or: a shameless piggyback

Jul 2, 2024 •

May 2024

THE MAD MEN SERIES - part 02

Which advertising companies do have it? A look at Affiliate Networks.

May 1, 2024 •

April 2024

THE MAD MEN SERIES - part 01

Which advertising companies do have it?

Apr 16, 2024 •

Will we add to these 4 holdings?

Q4 results for Afya, Clinica Baviera, Envela and Verde Agritech

Apr 2, 2024 •

March 2024

Can Perplexity (AI-search) help you find great companies? Let's test that.

Where Google meets Open-AI.

Mar 21, 2024 •

This Digital Health Company takes care of caregivers. Will it take care of your returns?

Building on the shoulders of proven success.

Mar 12, 2024 •

February 2024

Battle of the Education Stocks

194 listed education companies, but which ones are worth a closer look?

Feb 29, 2024 •

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