May 2021

Rebound in growth stocks / Climate reckoning comes for big-oil

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April 2021

Market rotation continues / Beyond Meat pursues win at all costs strategy / Updates from portfolio companies

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March 2021

March performance / SolarEdge Electric Drive-Train Rollout out in Fiat Delivery Van / Feature Article – How The Trade Desk is Enabling a New Beginning for Sustainable Journalism

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February 2021

February performance / Market rotates out of “Growth” and “Tech”, again / Alfen now using recycled concrete / Feature Article: Manipulating Depreciation to Inflate Earnings

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January 2021

January performance / Impacts of Covid on performance of Solar Edge and Alfen / Zip rallies back / Feature Article: Recent Innovations in Electric Vehicle Chargers, by our Analyst Niharika Joshi Bhatt

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December 2020

December performance / Three stocks depressed for three different reasons

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November 2020

November performance / Alfen Purchase / Zip sell off unwarranted / The Trade Desk becomes indispensable

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October 2020

October performance / Market looks for short-term gains in cyclical stocks / What’s interesting to us?

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September 2020

Market downturn comes to an end / Sale of A2 Milk and purchase of PayPal and Beyond Meat / Beyond Meat article

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August 2020

Current market downturn / Underlying fundamentals of our businesses / Outlook / Latest articles

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