This article is authored by MOI Global instructor Matthew Sweeney, founder and managing partner of Laughing Water Capital, based in New York.
Aimia is technically not a new holding as we first purchased shares some time ago, but it has not been previously introduced due to its formerly small size, and the thought that I might seek to purchase more shares. As it is now a mid-sized position, it merits discussion. Aimia is a collection of assets in the loyalty space, which I became familiar with last year when researching Points.com (PCOM), which was introduced in our H1’17 investor letter.
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