DMX Asset Management

Our monthlies are out. In this month’s DMXCP report, we provide updates on two of our unlisted positions, while in the DMXASF report we provide some thoughts on how we approach regulatory risk. https://lnkd.in/g-Yt2Mtq

Our monthlies are out. August saw the majority of our holdings report their full year financial results. In this month’s DMXCP report, we highlight a number of our positions that achieved some key milestones during the year. https://lnkd.in/gfFZkj63 In the DMXASF report, we provide our thoughts on some key results from reporting season. https://lnkd.in/gPuxzeYC

Our monthlies are out. In this month’s DMXCP report, we discuss two holdings, Medadvisor and Pure Profile, that both announced to the market their maiden profits in July. $MDR $PPL https://lnkd.in/gtUZJJPS In the DMXASF report, we discuss some key portfolio developments during the month and introduce a new position - Prime Financial Group. $PFG https://lnkd.in/gzEEZZKs

It was a pleasure speaking to Rich and discussing our investment philosophy and some of our genuinely under-the-radar positions that we are invested in https://lnkd.in/gnigax95

It was a pleasure speaking to Rich and discussing our investment philosophy and some of our genuinely under-the-radar positions that we are invested in https://lnkd.in/gnigax95

Our monthlies are out. In this month’s DMXCP report, we discuss a number of holdings that we believe are well placed for growth in the new financial year. https://lnkd.in/gRxTEbiy In the DMXASF report, we discuss the significant contribution of $FND to the portfolio's returns, and how we have managed the sizing of this position. https://lnkd.in/gQBCv-Rn

Our May monthlies are out. In the CP report, we discuss updates from our top 10 holdings. In the ASF report, we discuss $RUL and why we think it is attractively positioned. https://lnkd.in/g-Yt2Mtq

New Blog on $RPM. Having recently affirmed its FY24 guidance of ~$12m EBITDA, we think a low single-digit PE multiple undervalues this growing business https://lnkd.in/gH89n_5Q

Last month we visited India for a $FND Roadshow. These are our thoughts https://lnkd.in/gU_uy2mX

Our monthlies are out. Along with portfolio positioning, we highlight a new position, RPM Automotive $RPM