Europe

Campari update – after the profit warning

(CPR.MI, $8.1bn market cap, $35m ADVT, 43% free float)

Nov 4, 2024 •

Borregaard – an economic castle protected by an unbreachable moat

(BRG.OL, $1.8bn market cap, $1.0m ADVT, 100% free float)

Sep 24, 2024 •

Watches of Switzerland – time for the US

(WOSG.LN, $1.2bn market cap, $2.6m ADVT, 96% free float)

Sep 16, 2024 •

DSV – the Wise forwarder

(DSV.CO, $38bn market cap, $50m ADVT, 81% free float)

Sep 9, 2024 •

NCAB – a near-shoring picks and shovels play

(NCAB.ST, $1.4bn market cap, $0.9m ADVT, 94% free float)

Sep 2, 2024 •

Campari – painting the town orange

(CPR.MI, $10.8bn market cap, $32m ADVT, 43% free float)

Aug 19, 2024 •

New Wave – vaulting to glory?

(NEWA-B.ST, $1.3bn market cap, $1.9m ADVT, 59% free float)

Aug 5, 2024 •

Loungers – growth at a very reasonable price

(LGRS.L, $374m market cap, $0.5m ADVT but blocks likely available, 61% free float)

Jul 29, 2024 •

YouGov – feeling the squeeze

(YOU.L, $668m market cap, $5.2m ADVT, 92% free float)

Jul 8, 2024 •

Goodwin plc – breaking good

(GDWN.L, $677m market cap, $0.3m ADVT, 45% free float)

Jun 17, 2024 •

Bekaert – elevated quality at 8.2x P/E

(BEKB.BR, $2.5bn market cap, $1.5m ADVT, 61% free float)

May 27, 2024 •

Rational – full steam ahead?

(RAA.DE, $9.8bn market cap, $8m ADVT, 45% free float)

May 20, 2024 •

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