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The Second Investment, Part II

Having recently re-examined my investment thesis for GEA following the release of Q3 results for FY14, I added to my position today, doubling my holding from 10% to approx. 20% of my overall portfolio. In building such a highly concentrated position in GEA, I clearly have a high degree of conviction about the Company’s position … Continue reading

GEA Update: A Road Less Travelled (But One Worth Taking)

“Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.”                  Robert Frost, The Road Not Taken Since I established a 10% portfolio position in the ordinary shares of GEA in June at a price of … Continue reading