Spirax Group (SPX)
Games Workshop (GAW)
Bakkafrost (BAKKA)
Portfolio Update - Q3 2024
Ulta Beauty (ULTA)
New Investment Idea #2 (2024)
Portfolio Update - Q2 2024 + Important notice
Evolution AB (EVO) update + some thoughts on a serial acquirer
New Investment Idea (2024)
Otis Worldwide (OTIS)
Portfolio Update - Q1 2024
LVMH (MC.PA)
Zoetis (ZTS)
Canadian Pacific Kansas City (CP) & Canadian National Railway (CNR)
Some thoughts on the new addition to my portfolio (2024)
2023 Annual Letter
