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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Jan 16, 2025 | Plural Investing | 4.9% | 8.2% | JET2.L, SEG, WOSG.LN | Luxury, real estate, small caps, Spin-Offs, Travel, United Kingdom, value | Jet2 is a UK package holiday business with the strongest competitive position in the industry, best management team, and long runway for double-digit growth. The company has grown market share from 2% to 22% over the last decade through excellent customer service and retention, with 60% of customers booking another holiday within two years versus 40% at competitor TUI. | SEG WOSG.LN JET2.L |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Plural Investing | Watches of Switzerland | Consumer Discretionary | Specialty Retail | Bull | London Stock Exchange | Affluent Customers, Authorized Dealer, Luxury Retail, Luxury Watches, premium brands, Rolex, UK, US, Value, Waitlists | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||