Watchlist

Watchlist tier 1:

• Keyence
  • Leadership position in scanners and sensors for automation.
• Netflix
  • Leadership position in streaming.
• Taiwan Semiconductor Manufactoring Company
  • Leadership position in manufactoring of semiconductors.
• ASML
  • Leadership position in photolithography systems.
• Bandai Namco
  • Leadership position in leveraging anime franchises.
• Veolia Environnement
  • Leadership position in ecological transformation (#2 in waste management, #1 in water technologies).
• Match Group
  • Leadership position in online dating
• Duolingo
  • Leadership position in language learning

Watchlist tier 2:

• Advanced Micro Devices & Nvidia
  • Leadership positions in designing computer chips.

• Iberdrola
  • Strong performance in clean energy. Stable and predictable earnings.
• Magnum Ice Cream Company
  • A strong brand.
• Saint Gobain
• Baltic Classified Group
• Linde
• Tomra
• Atlas Copco
• Krafton & NetEase
  • Both cheap on PE with historically strong execution