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May News Compilation
Toya - B&M - ESAUTOMOTION
Jun 9
•
Carlos Aguiar
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May News Compilation
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WE.Connect Investment Analysis
Significant catalysts for the year
May 16
•
Carlos Aguiar
3
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WE.Connect Investment Analysis
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5
April News Compilation
Golar - Datagroup- B&M - We connect - Veralia - Auto Partner - Makarrony Polskie
May 5
•
Carlos Aguiar
2
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April News Compilation
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Portfolio 01/01/2025
Jan 7
•
Carlos Aguiar
13
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Portfolio 01/01/2025
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1
Verallia
Dec 8, 2022
•
Carlos Aguiar
10
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Verallia
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Aplisens SA
Sep 16, 2024
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Carlos Aguiar
10
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Aplisens SA
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B&M European Value Retail: A Bargain Store and a Bargain Stock
Mar 5
•
Carlos Aguiar
9
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B&M European Value Retail: A Bargain Store and a Bargain Stock
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Macfarlane Group ,The Full Package
Feb 17
•
Carlos Aguiar
8
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Macfarlane Group ,The Full Package
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3
Auto Partner investment thesis updated
Jun 2, 2024
•
Carlos Aguiar
7
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Auto Partner investment thesis updated
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TOYA SA
Investment Analysis of TOYA SA
Apr 28
•
Carlos Aguiar
8
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TOYA SA
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March News
During this month 4 companies have presented results, Pax global , Esautomotion , Macfarlane and Toya.
Apr 6
•
Carlos Aguiar
1
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March News
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Portfolio Update Q1 2025
Performance: 4.72%.
Apr 2
•
Carlos Aguiar
3
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Portfolio Update Q1 2025
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February News Update
Let's start with the February News Update.
Mar 11
•
Carlos Aguiar
3
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February News Update
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B&M European Value Retail: A Bargain Store and a Bargain Stock
B&M in nutshell
Mar 5
•
Carlos Aguiar
9
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B&M European Value Retail: A Bargain Store and a Bargain Stock
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Macfarlane Group ,The Full Package
Investment thesis on Macfarlane Group
Feb 17
•
Carlos Aguiar
8
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Macfarlane Group ,The Full Package
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Monthly update January 2025
This month, we have news on two portfolio companies: Verallia and McBride.
Feb 3
•
Carlos Aguiar
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Monthly update January 2025
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