Investment Ideas

Manolete Partners | Special Investment

An Extraordinary Business Model With The Ability For Long-Term Compounding

Jan 27 •

Amazon | The Everything Company

Expanding Margins, Diversified Revenue Streams, and Exciting Growth Opportunities

Jan 21 •

The Vistry Mystery | A Special Situation

Market Leader, Share Price Down 64% In 3 Months, Has It Been Oversold?

Jan 8 •

Kinsale Capital | Riding A Long Wave

Excess and Surplus Durable Earnings Generation, Great for Shareholders!

Jan 3 •

Haivision | A High Potential Vision

High Margins, Great Management, Long Growth Runway, Net Cash, Low Valuation

Dec 19, 2024 •

Domino's & Kroger | Retail Robotics Pt. 2

Is It Better To Invest In Consumers Of Tech Rather Than Producers?

Dec 4, 2024 •

ITV Potential Takeover | Value Unlock

>> Breaking News <<

Nov 25, 2024 •

Ocado | Retail Robotic AI Revolution

Are Robots A Threat? Or Are They An Interesting New Investment Opportunity?

Nov 21, 2024 •

Melrose Industries | A Pivotal Moment

A very interesting aerospace engineering opportunity

Nov 13, 2024 •

Nexus Infrastructure | Special Situation

A Restructured Special Situation Attractively Priced

Nov 5, 2024 •

Yellow Cake | Would You Like A Slice?

A Tangential Way To Ride The AI Revolution With An Environmental Tailwind

Oct 30, 2024 •

Kwak Noh-Jung and the Rise of SK Hynix

The High Bandwidth Memory (HBM) Revolution Powering AI, But Is It Investable?

Oct 25, 2024 •

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