Mexican Airports
A 2026 GAP, ASUR and OMA update
Last April, I explored listed airports and made the case for two Mexican airport groups:
Long-term.
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We invest globally in publicly listed companies, following a value-driven, long-term approach. Our investment decisions are grounded in in-depth fundamental research, with a focus on high-quality businesses trading at attractive valuations.
We manage investments for our clients through separately managed accounts.
Research
Our investment research newsletter on global equities.
Intuit FY2026 Earnings Review
Intuit reported its FY 2026 earnings results yesterday, and despite the negative market reaction, I was generally pleased with both its FY…
Adobe Investment Case Summary
I published a deep dive into Adobe last week and you can read the abridged one-page summary below.
Adobe Inc.
A deep dive and investment case
An easier to read PDF copy is available just below for paid readers.
Reflections on quality investing
Business quality is the most important factor when making long-term investments, but unlike growth or value, there isn’t a single metric that…
Q2 2026 Investor and Subscriber call
30th July 5 - 6pm GMT
I’ll be hosting the Q2 2026 investor call later this week on Thursday 30th July, 5-6 pm (GMT).
H1 2026 Performance Update
H1 2026 Performance Update
Latour AB 2.0
A valuation update
Last week, I initiated (but now sold) a 5% position in Latour after it met my initial 15% IRR hurdle based on earnings estimates from my…
Intuit Investment Case Summary
Last week, I published a deep dive on Intuit. Below is the abridged one-page summary of its investment case.
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Dede Eyesan on Investing
Dede Eyesan chats with Kyle from the Investor’s Podcast Network on Jenga Investment Partners’ research on global investing.
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