Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
1.6k Views
Primer: Tod's (TOD IM) - Aug 2026
Tod's Group is a prominent Italian luxury goods company with a strong heritage in craftsmanship, particularly known for its iconic footwear and...
99 Views
Tod's: Another Cheap Shot at Privatization After Failed Attempt in 2022
Tod's has received another privatization offer at 43 EUR per share. This is the second privatization attempt in two years. The offer is highly...
505 Views
Overview of My Winners and Losers in 2024...and 5 High Conviction Ideas Going Into 2025
2024's "5 High Conviction Ideas" had mixed results, with Plover Bay Technologies soaring 157% while AEM Holdings plummeted over 60%. 2025's focus...
688 Views
Overview of My Winners and Losers in 2021... And 5 High Conviction Ideas Going Into 2022
2021's vintage of 5 High Conviction Ideas did extremely well led by star performer Pc Partner. Our new selection for 2022 will hopefully have some...
1.5k Views