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Volex Plc
Successful turnaround provides an interesting opportunity
Mar 25
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Saesch
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Volex Plc
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Macfarlane Group FY 23 Recap
Top-line weakness offset by bottom-line excellence
Mar 6
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Saesch
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Macfarlane Group FY 23 Recap
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December 2023
SDI Group H1 FY24 Recap
Shedding light on unexpected weakness
Dec 10, 2023
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Saesch
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SDI Group H1 FY24 Recap
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November 2023
Part 3: Navigating Growth Opportunities through Capital Allocation
The Investment Checklist: The Art of In-Depth Research
Nov 26, 2023
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Saesch
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Part 3: Navigating Growth Opportunities through Capital Allocation
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Part 2: Financials and Leadership – The Backbone of Success
The Investment Checklist: The Art of In-Depth Research
Nov 19, 2023
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Saesch
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Part 2: Financials and Leadership – The Backbone of Success
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Part 1: Uncovering opportunities and business foundations
Book summary: The Investment Checklist - The Art of In-Depth Research
Nov 17, 2023
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Saesch
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Part 1: Uncovering opportunities and business foundations
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February 2023
Humility in investing: The antidote to Dunning-Kruger
Dunning-Kruger and benefits of humility
Feb 22, 2023
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Saesch
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Humility in investing: The antidote to Dunning-Kruger
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December 2022
An honest look into the past: 2022 recap
Mistakes, learnings and plans for the future.
Dec 30, 2022
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Saesch
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An honest look into the past: 2022 recap
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