House of HR - Smoke vs. Fire - Model Update

Please find our updated analysis on House of HR here.

The pandemic, online migration, tariffs, AI and oil prices all have one thing in common: They impact House of HR. Staffing companies are notoriously pro

Wolfgang Felix15 May 2026HOUSE OF HR

House of HR - comment

We will have to drop our revenue projections for the year and also trim EBITDA in the near term. The turnaround is taking longer, and the

Wolfgang Felix30 April 2026HOUSE OF HR

House of HR - comment

A small short squeeze this morning as the company published an extensive section on its AI exposure and held a 2-hour call. EBITDA came in

Wolfgang Felix31 March 2026HOUSE OF HR

House of HR - What we were looking for - Model Update - Positioning

All,

Please find our updated analysis on House of HR here.

HoHR has effectively no tangible assets in a sector that has shown significant volatility in 2025. In addition, HoHR has a Q225 acquisition to digest, which is

Wolfgang Felix20 February 2026HOUSE OF HR

House of HR - comment

Results were right on target. Revenues were ever-so-slightly softer than expected, but pricing compensated for it so that

Wolfgang Felix1 December 2025HOUSE OF HR

Client Call Presentations – Now on Our Website

As per popular demand, we’ve made the Client Call presentations available as part of our new Client Call layout.

Martha Felix26 September 2025ATOS, HOUSE OF HR, KLOCKNER, MOBICO, PFLEIDERER

House of HR - What you are looking for

Please find our initiation of House of HR here.

If you are looking for a safe 8% yield on a senior secured bond in a pro-cyclical business, HoHR is a good place to look. While performance is still falling, and

Wolfgang Felix21 August 2025HOUSE OF HR