Thesis
Link to previous investment write-ups (chronological order):
18 June 2024: Mastercard (Buy) - $453.10
18 June 2024: Wise (Buy) - £6.90
24 June 2024: Synopsys (Hold) - $605.53
8 July 2024: Amazon (Buy) - $193
29 July 2024: Atlas Copco (Hold) - SEK183
27 August 2024: Charles Schwab (Buy) - $64.48
25 October 2024: Diploma (Buy) - £42.56
13 December 2024: Richemont (Buy) - CHF133.10
18 February 2025: Auto Trader (Buy) - £7.80
03 July 2025 Hemnet (Pass) - SEK275
Have also published a thesis tracker here.