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📊 Giles Capital Weekly: Week 13
This week's edition covers:
- 13 company write-ups from UK nano-caps to Swiss cable car monopolies, plus a Canadian plasma torch play
- Articles on AI energy infrastructure, market structure, and why women outperform men as investors
- Q4 2025 fund letters: Ariel's three funds all beat benchmarks for full year 2025; Heartland on why quality value hasn't been this cheap since dot-com
Top picks:
🇬🇧 RTC Group (RTC LN): £200m order book, £14m market cap, 12% yield, zero coverage
🇺🇸 Mohawk Industries (MHK): 0.71x book, 10.5% FCF yield, US housing recovery play
🇺🇸 GameStop (GME): $9B cash, CEO Cohen owns 9.3% personally
🇳🇱 Universal Music Group (UMG): 15x EV/EBIT, AI licensing deals with Suno and OpenAI
🇨🇳 jd.com (JD): $22B net cash, $3B in buybacks last year
