The importance of hygiene has rarely been more relevant, and our next recommendation carries this torch. After a decade of strategic errors and poor execution, the company has overcome its struggles, and its quality is shining through again.
In this Q3 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since February 2016. I shall also touch on our other services.
Our next recommendation has been harnessing traditional fermentation for over a century, making it a market leader. With strong brands, good management, and a powerful tailwind, it is well set to succeed long into the future.
Every month, we will discuss developments at a few of our recommended companies. As we are only starting to build
The final choice for the most interesting stock this week was a fast-growing Chinese retailer, which seemed to have its ducks in a row.
Our next recommendation is field-leading in precision medicine. Founder-led, it has a strong culture of innovation and excellence, impressive revenue growth, and rising profitability.
