The Latam connectivity company that the market has given up on
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Note: This is not investment advice. The author is long shares of the Thryv (THRY), her may buy or sell shares without further notice at any time…
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Having started Augustusville in March, the portfolio is down 8.6% for H1 2022. Here is an update with some thoughts on performance, positions & the…
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Note of Caution: This is not investment advice. The author of this post will likely have biased views on the shares discussed which are risky…
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Disclaimer: This write-up is not investment advice. The author is long shares of Hostelworld and my buy or sell these shares at any time. His views my…
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Polish Electrical Equipment Distributor
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DFIN - Cyclical Stability?!
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Plus short write-ups on Fairfax and Compagnie de L'Odet
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The Superinvestors of Augustusville