Welcome to all new subscribers

What to expect from this newsletter

Thank you very much for signing up.

My plan is to publish a new post every Monday. The write-ups are intended to be deep dives into companies I view as worth following for the longer term. As ‘initiations of coverage’ they should have a decent shelf life.

I want to range widely by sector, country and size, reflecting the huge universe that I’ve had the privilege of covering as an international small cap manager.

Nothing here is investing advice, of course. And not every idea will be a high conviction buy on my part at the time of posting. Tomorrow’s piece, for example, will cover an excellent business which is currently trading at a fair-looking price.

If you find the write-ups interesting or useful then please do spread the word.

You can also find me on Twitter / X @sweetstocksblog

Best regards

Alex