The heightened news-flow in recent weeks surrounding energy prices and government mandated carbon-zero targets, coupled with the entry of Sprott into the physical uranium market has created much interest in the uranium and nuclear space. We do believe the increased…
In January, we had the opportunity to learn about a founder's passion and drive to save his company. Retail entrepreneur, Julian Dunkerton, who won a proxy battle in early 2019 to regain control of Superdry and commence a design-led turnaround…
Earlier in March, we had a lesson in leadership with an Industrial executive giant, Dave Cote. Best known for his time as CEO of Honeywell, Dave has come back to the public markets as the Executive Chairman of Vertiv. We…
In early December we had a lively chat with legendary Builder Sir Martin Sorrell of S4 Capital, which we've owned since March 2020. Almost as if he wanted to front-run our white paper on value creation coming out later this…
Despite the biotech industry having pockets of extreme and irrational ebullience, the largest part of the industry is systematically underfunded. It's also the highest-value-add part of the industry from a risk-adjusted basis. In this video we have a philosophical discussion…
At our investor day last month, we launched an exciting new trial. Dr. Phil Tetlock was there with us to launch the partnership with Good Judgement and Trefis, which are two tools we are using to enable the study. The…
Take a quick holiday with two patriots in Roma, as we review the investment case for Piaggio (PIA IM). Not only did the Vespa begin the scooter revolution, but it set people free and democratized personal mobility. Seven decades later,…
We were so pleased to have been declared the winner of SumZero’s contest, “Top Stocks for 2017” in the category Ex-US. This brings the total contest awards received by SumZero up to seven over the past few years. You can…
We are pleased to present out basic thesis on Fiat in this 15 minute youtube video. Please let us know if you have any facts contrary to our analysis at info@gwinvestors.com. All estimates and financial measures used are as of…