Unidata presented this week its 2024-26 strategic plan. We comment it & update the thesis with 3Q23 results
We analyse the current situation after Vysarn gave a trading update for the first 4 months of its FY and launched Vysarn asset management
Our portfolio management with a three-tier monitoring panel to track everything related to the 35 companies in our universe
Red Robin $RRGB analysis. This company represents a terrible opportunity or are there red flags that indicate a value trap?
Monthly update - October, including our market views, special situation of companies we follow & the companies of our portfolio in detail
Some comments on our last meeting with TISG plus our mapping of its backlog (name of the 22 project under construction, backlog, dates,..) expected sales per year,..
Monthly update - September, including our market views, current situation of companies presented and our approach to portfolio management
Monthly update - August, including our market views, current situation of companies presented and our approach to portfolio management
After rejecting Kistos offer,Serica merged with Tailwind,doubling production and diversifying from natural gas. Analysis of resulting company
Interview with James Clement, CEO of Vysarn where we talk about plans in the different business segments and the corporate strategy