Small/mid cap investor. It's all about increasing the odds for investing successfully. Stay humble.
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 12 | Subscribers | Read | increasingodds.substack.com |
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Macfarlane Group (LSE:MACF), designing, manufacturing and distributing protective packaging solutions throughout the UK and Europe, recently reported H1 FY24 numbers, showing continued weak demand from customers and price deflation as guide...
I’ve written about Volex (Ticker: VLX.L) in March this year and laid out my basic thoughts about an investment. I recommend to read that article first to understand what kind of company Volex is and what’s the thesis, you can find it here.
Before we start I want to say I do not see this as a ‘deep dive’ or a ‘fat pitch’. I simply want write down my basic idea for an investment. There are things I don’t cover, I’m not aware of or which I misunderstood. That’s why the section i...
Macfarlane Group (LSE:MACF) showed top-line weakness as the tough economic environment and post-covid normalization puts pressure on their customers leading to decreased demand for packaging solutions. Nevertheless management proved their e...
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The writers behind this newsletter.
Small/mid cap investor. It's all about increasing the odds for investing successfully. Stay humble.
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