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Macfarlane Group Plc
Posted inValue

Macfarlane Group Plc

Posted by Franco Gianotti October 7, 2025
What does the company do? It is a UK company that focuses on distributing and…
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Hurco Companies – Classic net-net

Posted by Franco Gianotti May 19, 2025
This is not an investment recommendation, if you want to invest make your own research…
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Net-net: Tandy Leather – Deswell Industries

Posted by Franco Gianotti April 14, 2025
Not investment advice - Just educational and informational - Make your research before investing Tandy…
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Titanium Transportation – $TTNM

Posted by Franco Gianotti April 9, 2025
Not investment advice - Just educational and informational - Make your research before investing Today,…
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Anexo Group Plc – Net-net British microcap

Posted by Franco Gianotti March 14, 2025
This is my first investment discovered searching for a net-net company =).  I began exploring…
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Millenium Hospitality ($YHMRE) – High Quality REIT below Net Asset Value

Posted by Franco Gianotti February 28, 2025
Honestly, this isn’t my favorite sector because I’m not a fan of property investment. Also…
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News: Titanium Transportation capital allocation and Unidata preliminary results

Posted by Franco Gianotti February 12, 2025
Titanium Transportation I know I haven’t shared the full thesis on this company yet (I…
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Unidata – My favourite Europe microcap

Posted by Franco Gianotti February 1, 2025
When I first heard about this company in an investment webinar, I looked it up…
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Fountaine Pajot ($ALFPC)
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Fountaine Pajot ($ALFPC)

Posted by Franco Gianotti January 29, 2025
Today I shared this French Microcap (€166M market cap) that designs and builds luxury catamarans. I…
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