Kitwave Group (KITW)

Long Pitch: Somero Enterprises (SOM): Dominant in the niche of high-tech concrete screeds...

Quick Pitch: Condor Gold (CNR): Fully-permitted, open gold pit with between 2.6x (minimally) and 9.5x maximal upside on NPV net of liabilities, almost two-years into an ongoing sales process...

Long Pitch: Domino's Pizza Group (DOM): Bungled international expansion, fears of saturation and cannibalisation, but fundamentally excellent...

Red Cat Holdings (RCAT): America's single, publicly listed small drone manufacturer capable of scaling is on the verge of a transformative contract win...

Nekkar (NKR): Family-owned Norwegian micro-conglomerate with a prized asset and other early-stage sources of upside...

Edenred (EDEN): Downside risks seem more than priced in at this point...

Laurent-Perrier (LPE): Appealing at the end of the day?

Dedicare AB (DEDI): The Nordic region's largest provider of temporary healthcare and social work staff.

Competition Demystified: Occam's razor applied to business strategy.

The Tao Of Charlie Munger: Crumbs of wisdom from Berkshire's vice-chairman.

Debt: The First 5,000 Years : Piloting a new series.

2022 Reflections & Performance: The Substack's progress up until now, portfolio performance, and future plans.

Dr. Martens PLC (DOCS): A strong UK single-brand business, 8x oversubscribed at IPO, now left-for-dead.

Novem Group (NVM): An automotive cash cow is revealed after a low-profile IPO and subsequent price decline.

Investment Resources : For all experience levels.

Moonpig Group PLC (MOON): The sold-off UK and Dutch market leader in online greeting cards seems like a cheap scoop.

Howdens Joinery PLC (HWDN): The UK's largest supplier of kitchens has wonderful financials but has been sold-off in recent months.

Embecta (EMBC): The world's leading producer of insulin injection devices is available on the cheap.

Malibu Boats (MBUU): It's not 'peak boat' - not for now.

Mobruk (MBR): Poland's leading waste management firm has several tailwinds, very strong pricing power, and faces little competition.

Market Mayhem (17/04/22): Elon Musk's Twitter Affair plus Inflation and the ECB.

Market Mayhem (10/04/22): New Sanctions, Musk's Stake in Twitter, Buffett's HP Investment, and Rate Impacts plus the Fed Balance Sheet.

Ideas Feed: Hi everyone, here is a thread for up-to-date investment ideas and watchlists. Just include the ticker and a few details.

Market Mayhem (02/04/22): Bonds and Yield Curves, the continued Oil Dilemma, and Putin's Ultimatum.