Alaric’s Picks (With Some Risks)

March 2023

ASOS | Stock(s) on -50% discount

Fast fashion, fast cars, fast turnaround?

Mar 2, 2023 • 

Alaric Delmas

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January 2023

Sofa Carpet Specialist | Not another value trap

Administration, minority shareholders, and cash under the...sofa

Jan 2, 2023 • 

Alaric Delmas

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4

April 2022

Rocket Lab | SpaceX's discreet little brother

Kiwis, You Only Live Twice, and Information Mismatch

Apr 29, 2022 • 

Alaric Delmas

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4

March 2022

flatexDEGIRO | Already forgotten for the wrong reasons

Forget the memes, pricing fl(at)ex, and more private equity

Mar 8, 2022 • 

Alaric Delmas

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February 2022

Soitec | An overlooked company with a unique™ moat

Leaking pipes, faux nationalization, and a winning Goliath

Feb 18, 2022 • 

Alaric Delmas

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How We Got Here

A brief introduction

Feb 18, 2022 • 

Alaric Delmas

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