Contents

Welcome — here you’ll find links to my investment framework and my coverage of selected stocks in alphabetical order. Each company has its own section, with analysis listed in chronological order.

Investment Framework

Stocks Covered

eDreams ODIGEO (EDR.MC)

• April ‘25 — An Introduction to eDreams

• May ‘25 — eDreams FY25 Results and New Buyback Announced

• August ‘25 — eDreams’ Customer Service: Why Prime Members Love It — and Some Others Don’t

International Workplace Group PLC (IWG.L)

• May ‘25 — International Workplace Group: Moving towards a Capital Light Model

• August ‘25 — International Workplace Group H1 2025 Earnings: Stock down 12.3% — Does the Thesis Still Hold?

Jet2 PLC (JET2.L)

• July ‘25 — Jet2: Value Hiding in Plane Sight

Vistry Group PLC (VTY.L)

• April ‘25 — Vistry Group: A Rare Blend of Quality, Growth, and Deep Value?