A long term core holding of mine which is back to doing what it does best: operational excellence and automation. Who doesn’t need that? Worth a listen

Investment case summaries for Kinovo, Billington and Touchstar have been added in addition to Cordel, Transense and Begbies.

Podcasts are now active. These are organised by different topics. Most of them are summaries of the companies I invest in. These would be slowly growing over the coming weeks so please keep tuned in.

Markets are tough I know. Good luck in the meantime