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Special Reports
Special Report: Judges Scientific (JDG.L)
Serial acquirer with 25% p.a. returns for 20 years
Jul 9
•
Chris Waller
19
4
Special Report: XPEL
35 pages and 54 interviews on a great company going through a blip
Mar 27
•
Chris Waller
17
2
Special Report: Seaport Entertainment (SEG)
SEG is a spin-off that owns real estate in the heart of Manhattan
Nov 21, 2024
•
Chris Waller
28
3
Special Report: Watches of Switzerland (WOSG.L)
WOSG is a retailer and partner to Rolex trading at 10x FCF with double-digit growth
Aug 20, 2024
•
Chris Waller
8
2
Special Report: TerraVest Industries (TVK.TO)
Canadian rollup with excellent management track record and alignment
Jan 24, 2024
•
Chris Waller
17
Special Report: Concerns at Naked Wines (WINE.L)
Two key weaknesses exist in the company's business model
Jun 6, 2022
•
Chris Waller
7
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