
This is where I publish all my analytical/investment work.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 31 | Founded | 3 years ago | Last Issue | 4 months ago |
| Active | |||||

A Japanese compounder with a world-class IP, fast growing revenue and 70% margins has recently crashed 46% and halved its multiple despite strong fundamentals.
Intro Sanrio Company is the owner of the Hello Kitty and over 450 other charact...
Cohort Stacking - a rare and powerful business model
During the last year, I spent a considerable amount of time looking at a company which seemed to organically embody a self-driving business model that I had seen so many businesses try t...
The share price of Dino has declined 26% since its ATH in May. In this analysis I explore why and how does it compete with what's actually happening in the business.
Dino Polska is the third largest retail chain in Poland and by far the fa...
Founder-led and owned business with significant moats sharing back the scale benefits with customers "Costco style" while growing at double digits and trading at a reasonable multiple.
Wise plc is the fintech cross-border payment network a...
Polish master franchisee and designated operator of Domino's Pizza in the growth phase setting up the franchise in Poland with moats and involvement of Domino's UK and AU. Single digit multiples.
Domino’s Pizza Poland, or DP Poland, is the...
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