P&P

Pieces in Motion

portfolio update

Apr 1 • David Katunarić

Panta Rhei

performance & "strategy" update (free to read)

Jan 4 • David Katunarić

Q3 Wrapped

portfolio update

Dec 1, 2025 • David Katunarić

Never Let a Good Earnings Season Go to Waste

portfolio update

Aug 24, 2025 • David Katunarić

Spring Cleaning

April Portfolio Update

Apr 14, 2025 • David Katunarić

Christmas Portfolio Update

Q3 earnings aftermath

Dec 13, 2024 • David Katunarić

End of Summer Portfolio Update

16% YTD

Aug 22, 2024 • David Katunarić

In medias res

$RCS.MI $BHU.SI $LDB.MI $CARD.L $VNO $8881

Jan 13, 2024 • David Katunarić

Self-reflections

+29% in 2023

Jan 10, 2024 • David Katunarić

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The Mikro Kap

P&P