(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…
(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…
Zalando’s EU Court Loss Harmless; Real Threats Are Weak Demand, Shein and Temu
The General Court of the European Union on September 3 dismissed Zalando’s…
Zalando Challenges EU Tech Regulations, Argues Distinction from Amazon and AliExpress
Europe’s largest online fashion retailer, Zalando (ZALG.DE), has contested its classification under…