The companies I hold
One page per holding: what the company does, and its share price since I first bought — with every buy and sell of mine marked on the chart. No forecasts, no price targets; just what the business is and what I actually did.
Wix is a website-building platform. Small businesses and individuals use its drag-and-drop tools to create and run websites and online stores, paying a monthly or annual subscription.
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Brookfield is one of the world's largest alternative-asset managers. It owns and operates infrastructure, renewable-power, real-estate and private-equity businesses — some on its own balance sheet, most on behalf of institutional clients. It earns money two ways: returns on the capital it invests itself, and fees on the roughly trillion dollars it manages for others.
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Yelp runs the local-business review site and app of the same name. It makes its money from advertising sold to restaurants, home-services firms and other local businesses that want to be found by nearby customers searching for them.
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TeamViewer, based in Germany, makes remote-access and remote-support software that lets IT teams and individuals control computers and connected devices over the internet. It sells mostly annual subscriptions to businesses.
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Teleperformance runs outsourced customer service for other companies — the call-centre and online-support teams that handle customers on behalf of big brands, with hundreds of thousands of agents worldwide.
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PayPal operates a global digital-payments network — the PayPal checkout button, Venmo and Braintree — that lets consumers and merchants send and accept money online. It earns a small fee on the volume of payments that flow through it.
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Harley-Davidson designs and sells heavyweight motorcycles, along with parts, apparel and a financing arm that lends to buyers. Its revenue tracks the cyclical demand for premium leisure motorcycles, concentrated in North America.
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Prosus is a consumer-internet investment company. It owns stakes in online businesses around the world — most notably a large holding in China's Tencent, plus food-delivery, classifieds and payments companies.
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Everforth is a technology and digital-engineering services company. It builds software and AI-based systems for large companies and government agencies, and supplies the engineering teams and expertise to deliver those projects.
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Imperial Brands is a tobacco company. It makes and sells cigarettes and other nicotine products under brands such as Davidoff, West and JPS across Europe, the US and beyond.
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Fiserv is a payments-technology company. It runs the behind-the-scenes systems banks use to process accounts and that merchants use to take card payments, including the Clover point-of-sale terminals.
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Strategy (formerly MicroStrategy) started as an enterprise analytics-software company but is now best known as a corporate holder of bitcoin. It uses its cash and money raised from investors to buy and hold a very large bitcoin treasury, so its shares largely track bitcoin.
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Volkswagen is one of the world's largest carmakers, building and selling vehicles under brands including Volkswagen, Audi, Porsche, Škoda and SEAT, plus a financing arm for buyers. The listing held here is the preference share.
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Pfizer is one of the world's largest pharmaceutical companies. It discovers, makes and sells prescription medicines and vaccines across areas such as cancer, immunology, vaccines and rare diseases.
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GoDaddy sells small businesses the basics they need to get online — domain names, web hosting, website builders and email — mostly on recurring subscriptions.
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Criteo is an advertising-technology company. It runs the ad campaigns that follow shoppers around the web with product recommendations, and increasingly places ads inside retailers' own sites and apps — earning a cut of the ad spend it handles.
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Marathon Digital (MARA) is a bitcoin miner. It runs large data centres of specialised computers that earn newly issued bitcoin by validating transactions on the network, so its results track the bitcoin price and mining difficulty.
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Kier is a British construction and infrastructure-services group. It builds and maintains roads, schools, hospitals and other public infrastructure, mostly under government and local-authority contracts.
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Signify, formerly Philips Lighting, makes lighting products — from everyday LED bulbs and the Philips Hue smart-lighting range to professional lighting for offices, streets and shops.
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Telefónica is a Spanish telecommunications operator. It provides mobile, broadband and TV services to consumers and businesses, mainly in Spain, Germany, the UK and Latin America.
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Douglas is Europe's largest premium beauty retailer, selling perfume, make-up and skincare through a chain of stores across the continent and its online shop.
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Cal-Maine Foods is the largest producer and distributor of fresh shell eggs in the United States, selling to grocery chains, food-service firms and other retailers. Its sales rise and fall with the wholesale price of eggs.
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Strategy (formerly MicroStrategy) started as an enterprise analytics-software company but is now best known as a corporate holder of bitcoin. It uses its cash and money raised from investors to buy and hold a very large bitcoin treasury, so its shares largely track bitcoin.
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