Software on Sale
High Quality, Deep Value; They say that when the time comes to buy, you won’t want to. This week,
Kit Winder
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The International Toll Booth
The "SaaSpocalypse" was based on an uncertainty shock. An industry which had a very narrow set of possible
SpaceX IPO day - Trade in Venture
Today, we take profits on one of our best-performing holdings, Seraphim Space Investment Trust (SSIT).
Venture: Update
The curious thing about the latest rally is how the market has been so strong despite having such weak breadth. This week, we are reducing some risk.
Animal Spirits
Our next company dominates a market segment that has been with us for millennia and will remain a major feature of human life forever.
Venture: Sports and Trainers
The big sport brands have all picked up in recent months, countering the bearish narrative around consumer weakness. We've picked our favourite.