Saesch

I recommend everyone to go A-Z. With this article I try to explain how I did it, what I found and why I think it was a valuable exercise. Link in bio or below.

I recommend everyone to go A-Z. With this article I try to explain how I did it, what I found and why I think it was a valuable exercise. Link in bio or below.

Link: increasingodds.substack.com/p/aim-a-z-less…

In case someone has any questions regarding my A-Z journey on AIM, about AIM itself, the process, ... let me know, I'll answer them in my wrap-up next week.

@JibbyCap Thank you Jibby!

@SaeschInv Great work @SaeschInv !

One last time. 25 Tickers. Thanks to everyone who followed along. 646 covered companies in total, 39 parts. Link in bio or below.

Link: increasingodds.substack.com/p/aim-a-z-part…

The final part conintaining all the >20 last tickers will be out on Friday.

$VUL.L #VUL is a recent IPO and early-stage, but one to watch. Overqualified management team for a 15m AIM company, at least on paper:

Link: increasingodds.substack.com/p/aim-a-z-part…

5x watchlist today. We also come across #VLX. Even the tickers I passed on might be interesting: turnaround case, an wine retailer with a big buyback program and UK’s leading bathroom retailer. I’d say this is the best part of the whole series. Link in bio or below.

@olliejmorgan increasingodds.substack.com/p/aim-a-z-part… Yes, note says 'worth a look when industry recoveres', top-line seems to recover in FY26 but margins still low. Might be the bottom yes, thank you.

@SaeschInv HVO.L also seems at a turning point, have you looked at it ?

Today, a pharma distributor with over 50% market share in its home market, with ambitious growth plans and a good track record. #UPR Link in bio or below.

@joinyellowbrick Wdym you can't just vibe code a bloomberg terminal??

Some of these vibe-coded investing sites are quite cool, but the data quality straight sucks on a lot of them.

#UPR $UPR.L

Link: increasingodds.substack.com/p/aim-a-z-part…

Two for the watchlist today, most interesting is a 120m company where a new share structure in a 5m EBITDA subsidiary suggests a potential sale. #TRT #TRU 🔗: increasingodds.substack.com/p/aim-a-z-part…

$MACF.L #MACF 2025 results in line with revised guidance after the Pitreavie accident. Maintains dividend (5% yield), no M&A expected in the short-term. Expects continued challenging market, as usual. Focus on recovering Pitreavie and reduce costs. 2£m buybacks in 2026.

$NORBT Norbit keeps benefitting from increased European defense spending.

#TFW $TFW.L Thorpe might be one to watch for fans of family businesses