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M3 – digital healthcare serial acquirer at 4.4% trailing FCF yield
(2413.T, $6.8bn market cap, $58m ADVT, 60% free float)
Dec 3, 2024
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Alex Sweet
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M3 – digital healthcare serial acquirer at 4.4% trailing FCF yield
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Watches of Switzerland – time for the US
Sep 16, 2024
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Alex Sweet
38
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Watches of Switzerland – time for the US
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Campari – painting the town orange
Aug 19, 2024
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Alex Sweet
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Campari – painting the town orange
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Borregaard – an economic castle protected by an unbreachable moat
Sep 24, 2024
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Alex Sweet
28
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Borregaard – an economic castle protected by an unbreachable moat
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Shimano – cycling uphill
(7309.T, $12bn market cap, $41m ADVT, 88% free float)
Nov 18, 2024
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Alex Sweet
20
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Shimano – cycling uphill
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Campari update – after the profit warning
(CPR.MI, $8.1bn market cap, $35m ADVT, 43% free float)
Nov 4, 2024
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Alex Sweet
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Campari update – after the profit warning
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Robert Half and the recruiters – hired or fired?
(RHI, $6.9bn market cap, $88m ADVT, 97% free float)
Oct 7, 2024
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Alex Sweet
16
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Robert Half and the recruiters – hired or fired?
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UPDATE: Web Travel Group and Webjet Group post demerger
(WEB.AX, USD2.0bn market cap, USD8m ADVT and WJL.AX, USD272m market cap, future liquidity unknown)
Sep 30, 2024
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Alex Sweet
13
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UPDATE: Web Travel Group and Webjet Group post demerger
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Borregaard – an economic castle protected by an unbreachable moat
(BRG.OL, $1.8bn market cap, $1.0m ADVT, 100% free float)
Sep 24, 2024
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Alex Sweet
28
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Borregaard – an economic castle protected by an unbreachable moat
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Watches of Switzerland – time for the US
(WOSG.LN, $1.2bn market cap, $2.6m ADVT, 96% free float)
Sep 16, 2024
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Alex Sweet
38
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Watches of Switzerland – time for the US
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DSV – the Wise forwarder
(DSV.CO, $38bn market cap, $50m ADVT, 81% free float)
Sep 9, 2024
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Alex Sweet
18
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DSV – the Wise forwarder
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