Gorilla Game
Independent Investor
People Businesses
Spyrosoft
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
Technology
Deep Dive: CCC Intelligent Solutions (CCC)
CCC is the de facto platform powering claims management, estimation and valuation for the auto insurance and repair ecosystem.
What is my strike zone?
What is my strike zone?
How to be a billionaire as a "normy"
You don't need to bet on tech, oil and gas, and biotech, to have a 100 bagger.
Serial Acquirer
Deep Dive: HEICO (HEI / HEI.A)
HEICO is a serial acquirer of nice aerospace and electronic components businesses run by exceptional owner/operators.
People Businesses
Deep Dive: EPAM Systems (EPAM)
EPAM is a leading IT Services player with a differentiated approach to training, hiring, and promotion.
Serial Acquirer
Update: Judges Scientific
H1 2025 Results
People Businesses
Deep Dive: Globant (GLOB)
Globant is a nearshore player with a unique studio model. Globant's quality of earnings keeps me on the sidelines.
Primers
Primer: Some Additional Thoughts on IT Services
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
Serial Acquirer
Update: Judges Scientific
H1 2025 Trading Update
Consumer
Deep Dive: Croda (CRDA / CRDA.L): Part 2
Croda's Life Sciences business is a picks and shovels way to benefit from multi-decade growth runway of biologic drugs