Antitrust Investor

Romania Fines LVMH’s Thelios SpA €915,000 for Anticompetitive Online Sales Restrictions

The Romanian Competition Council (Consiliul Concurenței) has imposed a fine of 4,552,647 lei (€915,068) on Thelios SpA, the exclusive producer…

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Latest Antitrust Investor News

Warner Bros Discovery: Selecting a Buyer

Warner Bros. Discovery (WBD) has effectively hung a “for sale” sign—whether as…

(07/11/25) Most Positions Fell Slightly, with Two New Additions

This week, two new companies joined our portfolio: Getty and Shutterstock, both…

(31/10/2025) Indra Delivers a Solid Quarter; Zalando Now Must Prove Its Place

This week two of our portfolio companies — Bank Pekao and Indra…

Empiric (ESP): +8% Potential in 6 Weeks

This week, I’m looking at an acquisition with real upside potential for…

Indra (IDR): Defence Player in Spain and Europe

Indra Sistemas (BME: IDR) was added to our portfolio not on the…

(20/10/25) Getty: UK Regulator May Open an Opportunity

The UK’s Competition and Markets Authority (CMA) issued its Phase I decision…

(16/10/25) CVS Group Unmoved by CMA Study; Indra Gains from 0% State Loan

The main developments this week involve CVS Group and Indra — two…

(9/10/25) CVSG Jumps +10%, Getty in the Pipeline

Last week, our portfolio performed solidly across the board. All holdings gained…

Zalando (ZALG): The EU Marketplace for Designers

Zalando is Europe’s largest online fashion retailer, and its recent acquisition of…