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Ideas
October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
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October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
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October 14, 2021
Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount
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October 14, 2021
Cegedim: Awful Historical Track Record, But Future Looks Brighter
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October 14, 2021
Neste: Renewable Diesel Player, With Reinvestment Opportunities
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October 14, 2021
British American Tobacco: Growing Leader at Double-Digit FCF Yield
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October 14, 2021
Westwing: Founder-Led, Well-Run Online Retailer of Home Furnishings
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October 14, 2021
Iberpapel: Competitively Advantaged, Vertically Integrated Paper Producer
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October 14, 2021
Georgia Capital: Well-Managed Investment Holding at Discount
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October 13, 2021
Econocom: Turnaround With Double-Digit FCF Yield and Insider Buying
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October 13, 2021
Hexagon Composites: Niche Leader in Low-Carbon Energy Transition
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October 12, 2021
Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper
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October 10, 2021
EIS 2021 Idea Preview: Aalberts — Humanly, Environmentally, Financially
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October 2, 2021
Quarterly Intelligent Cloning Report: The Autumn 2021 Edition
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August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
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August 21, 2021
Edward Chang on Investing in Undervalued Growth Stocks
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August 9, 2021
Adam Rozencwajg on Value Investing in the Oil and Gas Sector
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July 30, 2021
Hugh Evans on the Investment Case for Collplant Biotechnologies
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July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
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July 10, 2021
Next plc: Simple, Well-Managed, Well-Positioned, Growing Business
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