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.
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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.