Latest Antitrust Investor News
(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…
Getty (GETY): M&A, Possible Moat
The UK’s Competition and Markets Authority (CMA) launched its Phase II investigation…
