Watchlist

Quality businesses under review.

A focused list of companies where business quality, valuation, and patience may eventually meet.

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CompanySectorThesisValuationStatus
Nintendo
7974.T
Interactive EntertainmentDurable IP, net cash, and disciplined release cadence.Fair below 18x normalized EBITResearching
LVMH
MC.PA
LuxuryPortfolio of scarce brands with pricing power across cycles.Watch below 22x owner earningsWatching
Topicus
TOI.V
Vertical SoftwarePremium thesis available to members.LockedOwned
Locked
B3
B3SA3.SA
Financial InfrastructurePremium thesis available to members.LockedWatching
Locked