ÜBER DIESE EPISODE
Frank Fischer of Shareholder Value Management presented his thesis on Sartorius Stedim Biotech (France: DIM) at Best Ideas 2024.
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VERGANGENE FOLGEN SUCHEN
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WEITERE EPISODEN IN DIESEM PODCAST
James Emanuel of Rock & Turner presented his in-depth investment thesis on Topicus (Canada: TOI) at European Investing Summit 2025. Thesis summary: Topicus is a 2021 spin-off from Constellation Software (CSU) executing a programmatic acquirer playbook focused on the European market. J…
José Antonio Larraz of Equam Capital presented his investment thesis on Domino’s Pizza Group plc (UK: DOM) at European Investing Summit 2025. Thesis summary: Domino’s Pizza Group is the exclusive master franchisee for the UK and Ireland. The company operates a highly asset-l…
Juan Huerta de Soto of Cobas Asset Management presented his investment thesis on Derichebourg (France: DBG) at European Investing Summit 2025. Thesis summary: Derichebourg is a French-listed leader in scrap metal recycling with #1 market positions in France (~40% share) and Spain. Juan notes t…
Simon Caufield of SIM Limited presented his investment thesis on Barratt Redrow plc (UK: BTRW) at European Investing Summit 2025. Thesis summary: Barratt Redrow is the UK’s largest housebuilder, operating under three distinct brands: Barratt, David Wilson, and Redrow, which target first-…
Stuart Mitchell of S. W. Mitchell Capital presented his investment thesis on Volkswagen (Germany: VOW, VOW3) at European Investing Summit 2025. Thesis summary: Volkswagen is a controversial, deep-value cyclical investment. VW is the world’s second-largest car manufacturer with a 9% …
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