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High-conviction opportunities in overlooked corners

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Latest Posts

UK-led industrial compounder at 3.7x EBIT

Matthias De Wit · 6 Jan 2026

Compelling 4× Opportunity in an Overlooked Niche

Matthias De Wit · 26 Nov 2025

Datacenter Picks-and-Shovels at ~5× EBIT

Matthias De Wit · 11 Nov 2025

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Matthias De Wit

Creator of WIKAMA

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