Our largest holding Software AG accepts buy out offer from Silver Lake Private Equity.
Note: Historic returns are no guarantee for future returns. The value of any investment may fall as well as rise. Today, Software AG...
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- 12 apr.
2022 year end letter: positive 8% return, beating the markets by a wide margin.
2022 was a very exiting year for us, with many aspects of the strategy bearing fruit. We ended the year with a positive 8% net return,...
- 12 apr.
Super Mario movie becomes highest ever grossing animated film over opening weekend.
Nintendo is one of our investments in the portfolio. It has some short-term headwinds (as the console cycle move against the company),...
- 11 apr.
Insight Enterprises CEO discusses AI. Company stock up 41% year to date.
Insight Enterprises CEO Says AI "Right in Sweet Spot" - Bloomberg
- 14 nov. 2022
Pearson wins over investors, up 59 percent year to date.
https://www.ft.com/content/daf0de5a-da4c-4e17-a6dc-feb5a65b5e15 Note: Historic returns are no guarantee for future returns. The value of...
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