Value Investing by Giles Capital
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Our new investment idea: Ferrexpo Plc (LON: FXPO)
Every month we'll be sharing a breakdown of our investment ideas. Previously we’ve discussed potential investment ideas such as Hanesbrands and Turtle…
Aug 7, 2023
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Our new investment idea: Ferrexpo Plc (LON: FXPO)
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May 2023
Our new investment idea: Hanesbrands Inc (NYSE: HBI)
Over the last year, the market has been consistently affected by the consequences of lockdowns, inflation, and financial constraints, which have…
May 2, 2023
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Our new investment idea: Hanesbrands Inc (NYSE: HBI)
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May 2022
Turtle Beach Corporation (NASDAQ: HEAR), World’s Leading Gaming Accessories Provider
View in browser The gaming accessories market has been continuously growing throughout the years, expected to surge to about USD 10 billion in a decade…
May 31, 2022
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Turtle Beach Corporation (NASDAQ: HEAR), World’s Leading Gaming Accessories Provider
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April 2022
Seeing potential in Spotify (NYSE:SPOT)
A lot has happened since our last update as we see the deplorable invasion of Ukraine by Russia resulting in unprecedented sanctions. We also see a…
Apr 22, 2022
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Seeing potential in Spotify (NYSE:SPOT)
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January 2022
Our new investment idea: FPT Corporation (HOSE:FPT)
Every month we'll be sharing a breakdown on our investment ideas. Previously we’ve discussed potential investment ideas such as Constellation Software…
Jan 23, 2022
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Our new investment idea: FPT Corporation (HOSE:FPT)
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December 2021
Investing in quality: Topicus (TSXV:TOI) and Constellation Software (TSX:CSU)
Every month we'll be sharing a breakdown on our past or present investments. Previously we’ve discussed our investments in West Japan Railway Company in…
Dec 29, 2021
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Investing in quality: Topicus (TSXV:TOI) and Constellation Software (TSX:CSU)
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November 2021
West Japan Railway Company (TYO: 9021)
The Japanese passenger railway network is the busiest in the world carrying almost 30% of global rail passengers, more than the whole of the Europe…
Nov 23, 2021
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West Japan Railway Company (TYO: 9021)
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Bijou Brigitte (BIJ): this is what true value looks like
Bijou Brigitte is a Germany-based fashion jewellery and accessories store. We found this company listed in the General Standard segment of the Frankfurt…
Nov 11, 2021
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Bijou Brigitte (BIJ): this is what true value looks like
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Introducing our own tools: How to track and analyse stocks with GCS
GCS is a tool to import stock data directly into Google Spreadsheets. This brings an easy approach for a user to create their own spreadsheets and…
Nov 5, 2021
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Introducing our own tools: How to track and analyse stocks with GCS
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Potential value in ASOS plc (LON:ASC)
Every month we'll be sharing a breakdown on our investment ideas. Previously we’ve discussed our investments in The a2 Milk Company in New Zealand and…
Nov 1, 2021
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Potential value in ASOS plc (LON:ASC)
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October 2021
Our new investment idea: Airtel Africa (LON:AAF)
Every month we'll be sharing a breakdown on our past or present investments. Previously we’ve discussed our investments in Magna International in Canada…
Oct 25, 2021
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Our new investment idea: Airtel Africa (LON:AAF)
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A review of the Giles Capital portfolio
Our portfolio performance over the last year
Oct 20, 2021
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A review of the Giles Capital portfolio
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