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

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 &

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

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

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

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

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

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

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

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

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