Alaris Holdings: A case study on intelligent international expansion.

Alaris is a Radio Frequency (RF) oriented company which designs, manufactures, and supplies defence and specialised antennas. It has historically been underfollowed and under-priced by the market and has undergone a period of acquisitional and organic growth over the past 6 years which has not been accounted for by the market…

ISA Holdings: The investment thesis and a case study on mental models and factoring for ignorance.

At the current price level, ISA Holdings provides the opportunity for a very lopsided bet on a cash generative company with an excellent managerial track record, growing dividends, and solid industry headwinds…