While traveling to Japan, I used their services multiple times, and paid good money for them. So picture this: It’s September 2025, I’m in Japan, sitting in a Shinkansen — the Japanese bullet train — and this thing is flying through mountains a...

If you voted for Ferrari Group in the community and thought this analysis was going to be about red and fast sports cars, I might have to disappoint you. This analysis isn’t about the iconic luxury brand Ferrari. Apart from the name, which is j...

Alphabet is one of those companies that’s so big, so omnipresent, most investors stop asking questions.But beneath the surface lies a fascinating contradiction: a company built on anti-advertising principles that became the world’s adver...

Diploma PLC is a fascinating serial acquirer from the U.K., focusing on three key markets; controls, seals and life sciences. The company has been a real compounder in recent years and grew revenues at a 15% CAGR for the past 15 years. Percenta...

In this analysis, we’re going to talk about my largest position at the moment: Prosus. By investing in Prosus, you’re essentially buying Chinese tech giant Tencent at a discount, and (for now) you’re getting all the other parts of Prosus thrown...