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Deep Dive: Japan Elevator Services (6544 JP)
Scale economies shared in the Japanese elevator maintenance market.
Sep 26
•
Global Investor
3
1
Update: Judges Scientific (JDG) H1 2026
The bet is that 1) coring returns and normalizes 2) earnings are near a trough in F2026 3) margins are near a trough and 4) the M&A engine can return.
Sep 23
•
Global Investor
1
1
Update: Spyrosoft Q2 Results
AI is a tailwind but the environment in H2 2026 and 2027+looks murky
Sep 21
•
Global Investor
2
1
Deep Dive: Meitec Group Holdings (9744)
Durable capital-light grower trading for 15x ex-cash paying 100% of FCF out as a dividend.
Sep 10
•
Global Investor
5
1
Deep Dive: Spyrosoft SA (SPR.WA)
Polish IT services upstart with a unique organizational design accompanied by a passionate and entrepreneurial management with skin in the game.
Sep 1
•
Global Investor
13
2
1
August 2026
Deep Dive: freee K.K. (4478 JP)
Cloud-Native Accounting/HR SaaS that can easily double margins and grow 20% trading at 15 EV/EBITDA
Aug 14
•
Global Investor
13
1
July 2026
Deep Dive: Interpump Group SpA (IP)
A decentralized industrial compounder built on niches, reputation and disciplined acquisitions.
Jul 28
•
Global Investor
4
1
Deep Dive: ID Logistics (IDL)
How a founder-led logistics specialist turns warehouse complexity, automation, and outsourcing into sustained double-digit growth
Jul 20
•
Global Investor
5
1
Deep Dive: Judges Scientific plc (JDG)
Beaten down serial acquirer of scientific instruments businesses with a decade-plus runway to redeploy capital at 20%+.
Jul 19
•
Global Investor
23
5
2
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