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Earnings season is traditionally the busiest period for us portfolio managers. Ordinary days are quite relaxed. You wake up, read...

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This week’s additions and highlights 1. SPIN-OFFS Corteva (CTVA US). Good time to take a look at the upcoming Cortiva...

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Specialty Chemicals Distribution (Part Deux) Last week we dove deep into a sector that very few talk about. A young...

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September 15, 2026, Vol. 29

This week’s additions and highlights 1. SPIN-OFFS Resonac (4004 JP). Resonac’s spin of Crasus Chemical (646A JP) is good to...

The Specialty Chemicals Distribution Industry Specialty chemical distributors are a niche sector that gets little coverage in the real world....

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September 08, 2026, Vol. 28

This week’s additions and highlights 1. SPIN-OFFS Flex (FLEX US). Flex recently jumped on a strong 2027 outlook but also...

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September 06, 2026, Vol. 289

The AI discussion: hardware vs software There is no escaping the AI discussion. The value bros have turned into software...

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September 01, 2026, Vol. 27

This week’s additions and highlights 1. SPIN-OFFS Fosun International (656 HK). If you ever thought ‘I’d like to own a...

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