Investment Research
The below is a selection of our research to give you a sense of our process. Do note that we only post our research publicly much after we have made our recommendation to/purchased for our clients (at least 3 months after). On this page, we do not give price targets, we do not post any updates, and will post only when we have good ideas (quality over quantity). The research below is for information purposes only, it is not to be construed as investment advice. As usual please do your own research and due diligence, we will get some of these calls wrong and we may choose to sell at anytime.
Afterpay
A fast growing company in the buy-now-pay-later space, focused on global expansion.
Date of Recommendation: 14 April 2020
Price on date: A$28.40
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Spotify
The world leader of music streaming on the verge of transformational growth.
Date of Recommendation: 23 June 2020
Price on date: $241.76
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Adyen
Best in-class-unified commerce payment processor in a market with a giant TAM.
Date of Recommendation: 21 Aug 2020
Price on date: Euro 1,368
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IAC
The “anti-conglomerate” home for online brands on the verge of its next big spin-off.
Date of Recommendation: 1st Dec 2020
Price on date: $145.42 (pre-spin price)
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Evolution
The market leader in live casino operations
Date of Recommendation: 1st Feb 2021
Price on date: Euro 845.50
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Redbubble
A fast-growing marketplace for artist that implements a unique three-party model.
Date of Recommendation: 11 Feb 2021
Price on date: A$6.64
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eDreams Odigeo
Leader in European travel launching a unique subscription service.
Date of Recommendation: 22nd June 2021
Price on date: EUR 6.85
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Vizio
Top 3 player in the connected TV space, with an underlying business growing at 100%+ yoy.
First Date of Purchase: 22nd September 2021
Price on date: US$19.63
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