The Compounding Tortoise

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The Compounding Tortoise
The Compounding Tortoise
Everything According to Plan For This Speciality Consumer Small Cap

Everything According to Plan For This Speciality Consumer Small Cap

Expansionary CAPEX in North-America to meet >20% growing demand

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The Compounding Tortoise
May 03, 2024
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The Compounding Tortoise
The Compounding Tortoise
Everything According to Plan For This Speciality Consumer Small Cap
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This week was without doubt a crazily busy one: lots of earnings reports and surprising stock price movements. Let’s dive into the earnings reports of another high-quality growth company, this time one of our specialty consumer small caps that’s seen its largest market grow by close to 24% in Q1, on top of last year’s 15.8%.

Buying a Toehold Position in This New Name

Buying a Toehold Position in This New Name

The CT
·
April 8, 2024
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As it’s Friday (i.e. the day on which we publish our weekly digest), we’ll also highlight a key topic that could be driving volatility in our companies’ share prices: tougher comparisons.

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