Investment insights
Have a read through our views on investee companies
MJ Gleeson
MJ Gleeson is a £500m market cap UK housebuilder that redevelop brownfield land in low socioeconomic areas in the North and Midlands of England. Their low-cost properties give young and…
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LiveChat Software S.A
LiveChat (LVC) is a global provider and developer of ‘Live Chat’ related software that is sold in the SaaS model for B2C and B2B communications. The company has a portfolio…
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Match Group
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,…
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FDM Holdings
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…
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Which stocks would you buy today?
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…
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SaaStr 2018 – San Francisco
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…
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CTS Eventim
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…
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On The Beach
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…
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