Modern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes.
"Never sell" is overrated.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 100+ interesting event-driven and special situations - each month.
The search and tracking of under-followed attractively priced compounders. Compounders are companies, that can deliver sustainable and long-term growth with superior RoIC.