Ausbiz discussion on this asset rich company founded in 1886 owning the "Peninsula" hotel business including the new £1billion London hotel

Three companies: an airport, a luxury hotel chain and the amazing business of the world's largest vehicle glass repair and replacement company. Only accessible through a Belgian conglomerate!

East 72 Dynasty Trust Quarterly Report to 31 December 2023 featuring an extensive review on E-L Financial Corporation, a Canadian holding company with a magnificent compounding return record

East 72 Dynasty Trust Quarterly Report to 30 September 2023 featuring an extensive review on US listed liquidity supplier Virtu Financial

East 72 Dynasty Trust Quarterly Report to 30 June 2023 featuring an extensive review on Bolloré where we own three companies in the group

A new wholesale managed fund designed to primarily invest in companies with controlling shareholders which exhibit desirable characteristics of long term planning and investment horizons

Our small investment in Manchester United PLC in the September 2022 quarter illustrates our different approach to understanding valuations in different industries.

We hold SBM in the East 72 Dynasty Trust and spoke about it on Ausbiz on 9th May 2023