How A Market Study Impacts a Company Stock Price
We often read in press releases announcing antitrust investigations or market studies…
(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…
Business Lessons from the CMA’s Financial Analysis of the Veterinary Market
In this article, we won’t define each profitability metric or explain why…
CVS Group Rises 13% in One Month, Though the CMA Market Study Didn’t Help
After months of regulatory uncertainty, CVS Group’s stock is up about 13%…
(9/10/25) CVSG Jumps +10%, Getty in the Pipeline
Last week, our portfolio performed solidly across the board. All holdings gained…
Solid H1 Puts CVS in Strong Position Ahead of CMA Findings
CVS Group delivered solid first-half results for FY2025, with revenue and earnings…