Thesis

Link to previous investment write-ups (chronological order):

1. 18 June 2024: Mastercard (Buy) - $453.10

2. 18 June 2024: Wise (Buy) - £6.90

3. 24 June 2024: Synopsys (Hold) - $605.53

4. 8 July 2024: Amazon (Buy) - $193

5. 29 July 2024: Atlas Copco (Hold) - SEK183

6. 27 August 2024: Charles Schwab (Buy) - $64.48

7. 25 October 2024: Diploma (Buy) - £42.56

8. 13 December 2024: Richemont (Buy) - CHF133.10

9. 18 February 2025: Auto Trader (Buy) - £7.80

10. 03 July 2025 Hemnet (Pass) - SEK275

Have also published a thesis tracker here.