Reflexivity going in reverse Let’s think back to the 2010’s. The FED had just introduced ZIRP, and TINA (there is...

This week’s additions and highlights 1. SPIN-OFFS AB Foods (ABF LN). Generally, it is too large for Lite (and thus...

Nicotine Pouches Even though we consider ourselves value investors, we are only interested in investing in industries with a tailwind....

This week’s additions and highlights 1. SPIN-OFFS G2 Goldfields (GTWO CN). G Mining is buying G2 Goldfields in a C$3B...

Special Purpose Acquisition Corps As part of our tutorial series, we wanted to dive into our SPAC monitors and explain...

This week’s additions and highlights 1. SPIN-OFFS AnaptysBio (ANAB US). ANAB announced that it plans to explore separating its business...

Competing against banks While we are working on the next fat thematic pitch, we wanted to look at the various...

This week’s additions and highlights 1. SPIN-OFFS Addvalue Technologies (ADDV SP). Addvalue is exploring a range of options to maximise...