Quick Pitch #24
A US micro-cap with incredible asymmetry
Current Positioning - October (Part II)
Current Positioning - October (Part I)
European stock growing +25% YoY at 1x sales
Five times earnings and back to growth
Dirt cheap compounder with a kicker
European sum-of-the-parts unlock
Quick Pitch #23
European growth story at 10x FCF
Quick Pitch #22
Quick Pitch #21
Quick Pitch #20
2024: A Year in Review
