Alaric’s Picks (With Some Risks)
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ASOS | Stock(s) on -50% discount
Fast fashion, fast cars, fast turnaround?
Mar 2
•
Alaric Delmas
3
2
January 2023
Sofa Carpet Specialist | Not another value trap
Administration, minority shareholders, and cash under the...sofa
Jan 2
•
Alaric Delmas
17
4
April 2022
Rocket Lab | SpaceX's discreet little brother
Kiwis, You Only Live Twice, and Information Mismatch
Apr 29, 2022
•
Alaric Delmas
6
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
3
4
February 2022
Soitec | An overlooked company with a unique™ moat
Leaking pipes, faux nationalization, and a winning Goliath
Feb 18, 2022
•
Alaric Delmas
7
6
How We Got Here
A brief introduction
Feb 18, 2022
•
Alaric Delmas
3
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