On The Radar

On The Radar #6

An interesting HVAC company, a great compounder at (finally) a decent valuation, and a double inclusion

Jul 9 • Best Anchor Stocks

On The Radar #5

More injectables, a software business with proprietary data, and a distributor with a great track record

Jun 25 • Best Anchor Stocks

On The Radar #4

A boring Swiss industrial with AI exposure, cybersecurity, and a boring and unexpected 20%+ compounder

Jun 4 • Best Anchor Stocks

On The Radar #3

An amalgamation of monopolies, a marketplace with “AI-risk”, and a true outsider running a cyclical business

May 20 • Best Anchor Stocks

On The Radar #2

A recurring resources business, a nordic serial acquirer, and a testing business trading (demonstrably) cheap

Apr 23 • Best Anchor Stocks

(NEW) On The Radar #1

A retail turnaround, a stable healthcare business, and a tricky aerospace business

Apr 8 • Best Anchor Stocks

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