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…

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We are entering the 10th year of a bull market, with Brexit and a global trade war escalating. So which stocks would you buy today?  We have bought DotDigital and On The Beach in recent weeks. These are both disruptive technology businesses, with strong organic growth and high profit margins.  The tech sector has seen a…

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The team attended the annual Saastr 2018 in San Francisco last week. This conference is attended by 10,000 Execs, Founders and VC’s. It is a great forum to learn about software companies from a venture capital perspective. Our key takeaways from the Saastr conference were; A lead indicator for a company missing its sales budget is…

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CTS Eventim is an online ticketing marketplace. They promote live sports and music events, selling tickets via its websites and licencing their software. CTS operates in 23 countries and is the market leader in Germany with 85% share. The company has delivered 11% revenue CAGR and 16% profit CAGR over the last 10 years. The business…

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On The Beach is the UK’s leading retailer of packaged short-haul beach holidays. Their business model is a hybrid between a Tour Operator (think Thomas Cook or TIU Travel) and an Online Travel Agent (think Hays Travel or Trip Advisor). The business has a market cap of £630m. Last year it generated £84m of revenue,…

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Just Eat (JE) is an online food order service. It acts as an intermediary between takeout food restaurants and consumers. The platform allows customers to search for local take-out restaurants to place orders online and to choose from pickup or delivery options.  It was founded in Denmark in 2000 but has since moved its HQ…

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The Gym Group launched their first site in 2008 and have grown their portfolio to just under 100 gyms across the UK following their floatation at the start of 2016. The business runs a chain of low cost 24-hour gyms which, through the use of technology, require significantly less staff and hence lower cost base…

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