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June News Compilation
B&M - Esautomotion - Macfarlane - Auto Partner
Jul 2
•
Carlos Aguiar
1
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June News Compilation
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June 2025
May News Compilation
Toya - B&M - ESAUTOMOTION
Jun 9
•
Carlos Aguiar
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May News Compilation
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May 2025
WE.Connect Investment Analysis
Significant catalysts for the year
May 16
•
Carlos Aguiar
3
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WE.Connect Investment Analysis
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April News Compilation
Golar - Datagroup- B&M - We connect - Veralia - Auto Partner - Makarrony Polskie
May 5
•
Carlos Aguiar
2
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April News Compilation
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April 2025
TOYA SA
Investment Analysis of TOYA SA
Apr 28
•
Carlos Aguiar
8
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TOYA SA
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March News
During this month 4 companies have presented results, Pax global , Esautomotion , Macfarlane and Toya.
Apr 6
•
Carlos Aguiar
1
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March News
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Portfolio Update Q1 2025
Performance: 4.72%.
Apr 2
•
Carlos Aguiar
3
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Portfolio Update Q1 2025
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March 2025
February News Update
Let's start with the February News Update.
Mar 11
•
Carlos Aguiar
3
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February News Update
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B&M European Value Retail: A Bargain Store and a Bargain Stock
B&M in nutshell
Mar 5
•
Carlos Aguiar
9
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B&M European Value Retail: A Bargain Store and a Bargain Stock
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1
February 2025
Macfarlane Group ,The Full Package
Investment thesis on Macfarlane Group
Feb 17
•
Carlos Aguiar
8
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Macfarlane Group ,The Full Package
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Monthly update January 2025
This month, we have news on two portfolio companies: Verallia and McBride.
Feb 3
•
Carlos Aguiar
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Monthly update January 2025
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January 2025
Makarony Polskie
Investment idea 1 / 2025
Jan 21
•
Carlos Aguiar
2
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Makarony Polskie
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