$CBOX.L #CBOX #CakeBox Update writeup about the FY'2025 final results. Link in picture, bio and below: - Ambala Foods acquisition - Results FY'2025 - Balance Sheet & Capital Allocation - Expansion to France swearengenenterprises.substack.com/p/tartas-de-ce…

$ASB.WA #Asbis is flying...June 2025 Monthly Sales +65.5% vs 2024: - Slovakia leading the way - Kazakhstan leading together with United Emirates. KAZ recovery? - Smartphones, servers, SSD drives, DRAM memory...broad demand Will see the margins of all this in Q2 results...

$EVO.AX #Embark #EmbarkEarlyEducation Writeup. Link in picture, bio and below: - New Zealand origin - Early Childcare Business - Risks in the Early Childcare Business - Australian Market - The Opportunity swearengenenterprises.substack.com/p/guarderias-e…

"What does it say about you that when the stock market's reaching all time highs, you can't sell your company?" Great talk about Private Equity with Dan Rasmussen youtube.com/watch?v=q4Acn0…

$PIF.TO #PIF #PolarisRenewable Update of its Q2'2025 results. Link in picture, below and bio: * Results analysis * New developments/acquisitions swearengenenterprises.substack.com/p/energias-ren…

"You're young and broke, why are you working at a big firm looking at multibillion-dollar companies? Find something less competitive." Pretty good story: joekraymond.com/160x-in-a-mont…

$DXT.TO #DXT #Dexterra Update of its Q2'2025 results. Link in picture, below and bio: - Acquisition #1: Pleasant Valley Corporation - Acquisition #2: Right Choice Camps & Catering - Results Q2'2025 - Capital Allocation - Throwing some numbers swearengenenterprises.substack.com/p/ciudades-por…

$SUP.L #SUP #Supreme bolt-on acquisition of 1001 Carpet Care: * 1.65M£ (0.35M£ deferred) * Contingent consideration up to 3M£ for the purchase of inventory @ book value: associated with future sales growth. * Revenues FY'25=4.5M£. Owned by WD-40 since 2004

$ASHM.L #ASHM #Ashmore FY'2025 Results: * Good reduction in personnel costs * The big final dividend is kept at 12.1p * New offices Qatar & Mexico * Reported EPS=11.8p...wo seed capital gains=7.1p * Balance still strong: Cash=348.7M, Inv=321.5M Waiting for the AUMs to come...

$MBR.WA $ASB.WA $6013.T ($6013.T) #MoBruk #Asbis #Takuma 3xUpdate in these 3 companies. Link in picture, below and bio: - Mo-Bruk: Much investment, little to show for it - ASBIS: The dollar is not your friend - Takuma: Fattening future earnings swearengenenterprises.substack.com/p/the-gem-1-mu…

I do not like offices at all personally...but when practically everybody is going back right now and the office buildings are more than dirt cheap + no new supply... Another interesting idea in the Canadian REIT space by Chris in Canada 🍁 . Very well explained: x.com/eventdriven4l/…

$ASB.WA #Asbis Aug 2025 Monthly Sales +36% vs 2024: - KAZ very well, positive impact of the measures - Breezy new contract with Orange Polska - Products taking the lead for smartphones, servers and server components

"It's a lot easier to understand what you own today. You have no excuse not to know the companies you own." Always good to listen to Peter Lynch youtube.com/watch?v=YIlurD…

$ASHM.L #ASHM #Ashmore Q1'2026 Trading Update: * +2% seq. in AuM. +1.4B Inv. Perf -0.3B outflows * Net Inflows in Local Currency, Equities and Alternatives (ATH in Alts) * Reduction in External Debt 3 Q's in a row increasing AuM modestly, but flows not showing yet...

What an interesting guy Mike Rose is. The story behind the creation of Tourmaline & Topaz $TOU.TO $TPZ.TO

$BEG.L #BEG Q3 Red Flag Alert from Begbies: * +12.6% seq increase in businesses in critical financial distress (+78% YoY) * Broad across sectors, especially the consumer-facing industries with real pressure: leisure, cultural, hotels... Looking bad in the UK, esp. the consumer

$DGE.L #DGE First good news in a long time for Diageo. Seems a good choice to take the ship: x.com/valuehurts/sta…

$DSW.L #DSW From 33:45 investor presentation of DSW Capital. It looks the FY'26 is starting well: x.com/romanp000/stat…

$BNR.DE Good piece about Brenntag and the chemicals distribution: x.com/Abilitato_de/s…