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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)
 • 
Alex Sweet
9
Shimano – cycling uphill
(7309.T, $12bn market cap, $41m ADVT, 88% free float)
 • 
Alex Sweet
3
Campari update – after the profit warning
(CPR.MI, $8.1bn market cap, $35m ADVT, 43% free float)
 • 
Alex Sweet
6
Robert Half and the recruiters – hired or fired?
(RHI, $6.9bn market cap, $88m ADVT, 97% free float)
 • 
Alex Sweet
6
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)
 • 
Alex Sweet
Borregaard – an economic castle protected by an unbreachable moat
(BRG.OL, $1.8bn market cap, $1.0m ADVT, 100% free float)
 • 
Alex Sweet
3
Watches of Switzerland – time for the US
(WOSG.LN, $1.2bn market cap, $2.6m ADVT, 96% free float)
 • 
Alex Sweet
16
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Asian Century Stocks
Asian Century Stocks
Michael Fritzell
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Tech Investments
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One Second West (0°0'1" W) 001west.com
One Second West (0°0'1" W) 001west.com
Kirill Pyshkin
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