Insights
Substack posts sorted alphabetically by company. Also links to our podcast and events.
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Sorted by Company Alphabetically
Akamai Technology (AKAI): Spotify, Apple Podcasts, YouTube
Allfunds: Spotify, Apple Podcasts, YouTube
Adi Sarana Armada (ASSA): 28/04/25
AMA Group: Spotify, Apple Podcasts, YouTube
Bank of Georgia (BGEO): Spotify, Apple Podcasts, YouTube
British American Tobacco (BATS): Spotify, Apple Podcasts, YouTube
G Mining (GMIN): Spotify, Apple Podcasts, YouTube
Grupo Empresarial San Jose (GSL): : Spotify, Apple Podcasts, YouTube
Howden Joinery (HWDN): Spotify, Apple Podcasts, YouTube
International Workspace Group (IWG): Spotify, Apple Podcasts, YouTube
JVC Kenwood: Spotify, Apple Podcasts, YouTube
Lovesac (LOVE): Spotify, Apple Podcasts, YouTube
Novo Nordisk: Spotify, Apple Podcasts, YouTube
Nippon Paint: Spotify, Apple Podcasts, YouTube
Powermatic Data Systems: Spotify, Apple Podcasts, YouTube
San Juan Royalty Basin Trust (SJT): Spotify, Apple Podcasts, YouTube
UAC Nigeria (UACN): Spotify, Apple Podcasts, YouTube
Wider Topics including Ideas
Contrarian Option Ideas: Spotify, Apple Podcasts, YouTube
Japan: Spotify, Apple Podcasts, YouTube
Posts Sorted by Company Alphabetically
Abra Global Bonds: 21/10/25, 24/10/25
Akamai Technology (AKAI): 13/11/15, 17/11/25
Alphabet (GOOGL): 08/04/25
ASML (ENXTAM:ASML): 11/04/25, 31/08/25
BYD (SEHK:1211): 30/04/25
Contellation Brands (STZ): 09/04/25
Crocs(CROX): 12/11/25
Evolution (OM: EVO): 02/05/25, 23/10/25
Disney (DIS): 24/04/25
Factset (FDS): 17/10/25
Ferrari (BIT:RACE): 22/04/25
G Mining (TSX:GMIN): 19/06/25
Gaming Realms (AIM:GMR): 21/11/25
Greggs (LSE:GRG): 14/04/25
Imperial Brands (LSE:IMB): 16/04/25, 17/04/25
JVC Kenwood (TSE:6632): 16/07/25, 31/07/25
LVMH (ENXTPA:MC): 10/04/25
Nippon Paint (TSE:4612): 16/07/25, 31/07/25
Novo Nordisk (CPSE:NOVO B): 15/04/25, 28/08/25, 31/08/25, 06/11/25
Occidental Petroleum (OXY): 14/05/25
Palantir (PLTR): 25/04/25
Ryanair (RYA): 14/06/25
San Juan Royalty Basin Trust (SJT): 21/05/25
Somero (AIM: SOM): 09/05/25
Supreme (AIM:SUP): 04/11/25
Swatch (SWX: UHR): 06/05/25