Primer: S4 Capital (SFOR LN) - May 2026
S4 Capital is a pure-play digital advertising and marketing services company navigating a period of significant transition, marked by recent...
132 Views
2025 Portfolio Review
The level of outperformance was particularly surprising given the AI bubble and crypto/meme silliness rage on and that I began the year with 24% cash.
179 Views
Noteworthy UK Carnage
The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.
423 Views
Windar Photonics PLC - Hybridan Small Cap Feast: 15/09/2025
Between the financial period for the 16 months ended 31 January 2023 (FY22) and FY24, the Group's own-brand revenue and adjusted EBITDA grew at a...
265 Views
S4 Capital — AI distractions and opportunities
S4 Capital’s FY24 results are as it indicated in January, with net revenue down 11% like-for-like. The operational EBITDA margin of 11.6% was up...
252 Views