MJ Gleeson

By James Middleton | 15th June 2021

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 low-income families the opportunity to own a home for weekly mortgage payments less than the price of a similar rental. MJ Gleeson also operate a…

Facebook

By James Middleton | 8th March 2021

Facebook build products that enable people to connect and share with friends and family through mobile devices, personal computers, reality headsets, and in-home devices. Facebook generate almost all revenue from selling advertising placements to marketers across Facebook, Instagram, Messenger and third-party applications and websites. Facebook Ads enable marketers to reach people based on a variety…

LiveChat Software S.A

By James Middleton | 21st October 2020

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 of products that are designed to improve the quality and efficiency communication between the customer and the business. LVC have 4 products, the core product…

Match Group

By James Middleton | 26th May 2020

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…

FDM Holdings

By M222letonE_ADMIN | 23rd April 2019

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…

Which stocks would you buy today?

By M222letonE_ADMIN | 11th December 2018

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…

SaaStr 2018 – San Francisco

By M222letonE_ADMIN | 7th September 2018

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…

CTS Eventim

By M222letonE_ADMIN | 16th February 2018

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…

On The Beach

By M222letonE_ADMIN | 24th January 2018

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,…

Just Eat

By M222letonE_ADMIN | 14th December 2017

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…