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*Corrected* #KWS Keywords Studios
The world leader (by far) in outsourced services for the video game sector. Access to several layers of structural growth, at a discounted valuation…
#KWS Keywords Studios
The world leader (by far) in outsourced services for the video game sector. Access to several layers of structural growth, at a discounted valuation…
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Insider Ideas
Free Post - Sony Group, 6758 JP
Japan's leading technology player, still under-appreciated on the global stage
#OCDO Ocado - 567p- Update note following bid rumours
Update on the most recent events We started posting on Twitter about Ocado on 12 June after some interesting price and volume action. Please follow our…
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#SUP Supreme Plc - 110p
Founder-led group selling FMCGs at budget prices, via discount retailers & supermarkets. Grows organically and via acquisition. UK govt support for…
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#FDEV- Frontier Developments
Highly regarded game studio trading at significant valuation discount to peers following a series of setbacks and a collapse of margins.
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#FEVR Fever-Tree - is this a GLOBAL consumer blue-chip in the making?
High quality, founder-led growth company facing temporary challenges that mask the important progress being made overseas and in new products
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