I don't spend much time on Polish microcaps but several unrelated people told me to check out Spyrosoft. While I normally spend an hour investigating then move on, Spyrosoft stood out as it had characteristics of one my favourite IT services companies: Reply. I then had a chance
CCC is the de facto platform powering claims management, estimation and valuation for the auto insurance and repair ecosystem.
What is my strike zone?
You don't need to bet on tech, oil and gas, and biotech, to have a 100 bagger.
HEICO is a serial acquirer of nice aerospace and electronic components businesses run by exceptional owner/operators.
EPAM is a leading IT Services player with a differentiated approach to training, hiring, and promotion.
H1 2025 Results
Globant is a nearshore player with a unique studio model. Globant's quality of earnings keeps me on the sidelines.
IT Services companies, particularly those specializing in digital transformation and those without BPO or managed services operations, are poised to benefit from the cyclical recovery and secular tailwinds from AI
H1 2025 Trading Update
Croda's Life Sciences business is a picks and shovels way to benefit from multi-decade growth runway of biologic drugs
Croda is an interesting business to understand because their business model helps explain some of the long-term disruptions happening in the beauty industry.