June 2024 Quarterly Newsletter

In this quarterly, we discuss the qualities that go into the stock selection process in our articles “Founding to flourishing”, “Red flag: Debt”, “The art of letting them run” and “A company’s soul lies in its culture”. We follow this with a collection of portfolio company commentaries flowing from the latest reporting season and explore the cumulative actions of companies that have witnessed a shift in the competitive landscape in our piece “Widening the Gap”. We round out the quarterly with a review of Nanosonics upcoming product CORIS, delve into the popularity of GLP-1 medications and finish with macroeconomic insights following our meeting with a global strategist based in New York.