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Summary of my Portfolio as of Q4 2024.

Piquadro is a luxury Italian leather company operating under three brands Piquadro, The Bridge and Lancel. The company designs and partially manufactures its own goods while selling directly in its own stores and wholesale. The company is trading cheaply, has doubled revenue in the last 6 years  and has high insider ownership still being run by its founder.

I purchased Frontier Development last year off the back of a return to higher profitability in 2025 as the company was having a bad 2023 due to high development costs and the overall downturn in the video game market. I also assumed revenue would be flat to 2025 as the release of new titles and sticky back catalog sales would keep sales flat. And overall I thought the stock was cheap at £3.41 a share.

Its been a year now since adding Grupo BMV or Bolsa Mexicana de Valores SAB(BMV:BOLSAA) to my portfolio so it’s time for an update. Every year I review positions in my portfolio to keep track of their performance and see if I should continue to add or sell out of the position. In these review articles I’ve been highlighting 4 kpi’s that I track in the business to give me a sense of how the company is doing. For Grupo BMV Revenue, ADTV Equities, market data users, SIC Volume and ISR/Basis volumes in Chile. In total I picked 5 for Group BMV due to all the different segments they have which I’d like to boil down into a few metrics but 4 was too small. 

Written in 1972, 100 to 1 in the Stock Market by Thomas Phelps served as the inspiration for one of my favorite investing books by Chris Mayer. Below, I’ve compiled notes on Phelps’ book, primarily for my own reference and study, much like I did with Mayer’s book. The term 100-1 refers to a stock that increases 100 times its original investment. As I went through the book, I made chapter-by-chapter notes, summarizing what I saw as the key takeaways from each section.