Investment Theses

Stryker

Stryker is the only S&P500 company to have grown its revenues every year for 40 consecutive years, including past periods of economic decline and crises.

Nintendo

We think that the current valuation of Nintendo is such that just a success in digitization or in the development of smartphone games can already lead to a good return on investment.

Interactive Brokers

We expect the high growth of IBKR to continue for many years. In all, we are content to hold IBKR as a long-term investment.