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 30+ actionable event-driven and special situations - each week.
Wintergems: independent blog focused on industry-level deep dives - I look for overlooked opportunities in complex sectorsโthe technical moats of 3D CAD software, pumps, valves or supply chains of aerospace defense. Subscription is Free.