Update: Judges Scientific (JDG)
Mark Lavelle (COO) is retiring in September 2026
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The Luxury Flywheel: Part 3
An overview of China's rise, the GFC, China's dominance and the Chinese corruption crackdown.
Update: HEICO (HEI / HEI.A)
Update on Q2 F2025 results
Update: Diploma (DPLM)
Update on H1 2025 results.
The Luxury Flywheel: Part 2
A deep dive on luxury's emergence from serving Europe's ultra wealthy to Japan's boom and bust. This article sets the stage to better understand China as luxury's key market and growth driver.