Hilton Food Group Research Report
High quality business in a resilient sector trading at a depressed valuation due to recent headwinds. Considerable upside over a 3-5 year time horizon.
James Goodwin
Portfolio changes 01/07/26
Portfolio changes 25/06/26
Charter Communications - the inverse SpaceX trade?
Uncertainty around competition from new technologies and a heavy debt burden have pushed Charter's share price to its lowest level in a decade, creating the opportunity for substantial upside from a recovery.
Portfolio changes 16/06/26
Portfolio changes 01/06/26
Portfolio changes 28/05/26
Portfolio changes 12/05/26
Portfolio changes 05/05/26
PayPal - golden opportunity or value trap?
Despite certain risks, the asymmetry between the up and downside scenarios makes PayPal a pretty enticing investment opportunity at its current share price.