Jul 30, 2025
In this Dialogue episode we talk about a Speedwell Memo: The Invisible Competitor: When Creating Value is Better than Fighting for It. Read the full memo here.
*Sign-up* for our Exclusive Constellation Software interview with a Head of M&A from the Volaris Group here!
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Jul 22, 2025
In this Dialogue episode of The Synopsis, we discuss Evolution's 2Q25 earnings. We also give an overview of regulated vs unregulated markets and different complexities of regulation and solving the Asia Cyber attacks..
Evolution 2Q25 Business Update
This update quoted several expert call transcripts from Alpha Sense....
Jul 8, 2025
In this insightful interview with Blue Box Asset Mangement's Porfolio Manager Mark Dainty we talk about precision medicine and life sciences, his investment strategy, and how he constructs a portfolio of "developers" vs "enablers". We also talk about 3 stocks in the fund. We hope you enjoy listening!
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