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Increasing Odds

Saesch

Sharing my investment journey and trying to increase the odds of investing successfully.

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Substack
PricingOnly free issuesPublishesWeekly
Issues12SubscribersRead increasingodds.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Macfarlane H1 FY24 Recap

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...

2 months ago
9
0

Volex Plc Update

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.

2 months ago
5
0

Volex Plc

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...

7 months ago
8
2

Macfarlane Group FY 23 Recap

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...

8 months ago
3
0

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Authors

The writers behind this newsletter.

  • Saesch

    Patient small/mid cap investor. Increase the odds of investing successfully. Stay humble, avoid overconfidence.

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