Investment insights

In the below note, we’ll discuss the reasons why we view Moody’s Corporation (‘Moody’s’), as an exceptional investment opportunity. Moody’s Corporation is a credit rating, research & risk analysis firm. The company was founded in 1909 by John Moody, the inventor of modern bond credit ratings. It was bought by Dun & Bradstreet in 1962, spun-out […]

In the below note, we’ll discuss the reasons why we view Constellation Software, Inc (‘CSI’), as an exceptional investment opportunity. CSI was founded by Mark Leonard (President & CEO) in 1995. Since the IPO in 2006, the equity has delivered a compounded annual total return of +37%. It has achieved this at the same time as

In the below note, we’ll discuss the reasons why we view ASML as an exceptional investment opportunity. ASML designs, assembles and sells machines used in the semiconductor (/chip) manufacturing process. The core part of ASML’s business is selling lithography machines & other systems equipment. The remaining services part, c.20% of sales, relates to maintenance, customer

In the below note, we’ll discuss the reasons why we view BE Semiconductor Industries ‘BESI’, as an exceptional investment opportunity. BESI was founded in 1995 by Richard Blickman, who remains CEO today. Since listing in December of 1995, the equity has delivered a compounded total annual return of 14% (dividends re-invested). SEMICONDUCTORS Semiconductors, also known as

In the below note, we’ll discuss the reasons why we view Gaztransport & Technigaz (GTT) as an exceptional investment opportunity. GTT is the world’s No. 1 Liquified Natural Gas (‘LNG’) cargo containment systems provider. The company designs,  owns and licenses the specialist technology used in the construction of LNG carrier tanks. Natural gas makes up approximately

In the below note, we’ll discuss the reasons why we view LVMH as an exceptional investment opportunity. LVMH is the world’s largest luxury conglomerate, owning renowned luxury brands like Christian Dior, Givenchy, Louis Vuitton and Moët & Chandon. It is a family-owned business, with the Arnault Family holding the controlling stake. Bernard Arnault is the

In the below note, we’ll unravel the compelling reasons why we view AJ Bell as an exceptional investment opportunity. AJ Bell’s investment platform empowers UK retail customers to seamlessly buy shares, funds, and ETFs online or via a user-friendly app. The company has strategically focused on providing a low-cost solution tailored to the needs of

FDM sources, trains and places IT & business consultants, known internally as “Mounties”. The FTSE 250 company operates in the UK, North America, EMEA and APAC. Founded in 1991 the business floated on AIM in 2005 but was taken private in the wake of the financial crisis. The company was re-floated in 2014. FDM specialises

Music Is UniversalUniversal Music Group (UMG) is the world’s leading music label and production company. UMG own more than 50 labels that identify and develop recording artists assisting in the production, distribution, and promotion of their music. The business owns the rights to ~1/3rd of recorded music in the world and currently represent 8 of

Match Group are a leading global provider of online dating products through applications and websites. Match operate a portfolio of brands including; Tinder, Match.com, PlentyOfFish, Meetic, Ok Cupid, OurTime, Pairs, Hinge and 30+ more. The apps are designed to increase user’s likelihood of finding a meaningful connection and the different products are tailored to meet