Capital Compounders Show cover image

Euro Small Cap Technology Stocks: A Conversation with Mansour Dia (Langdon Equity Partners)

Capital Compounders Show

00:00

Exploring Investment Insights through Travel

This chapter explores the extensive travel undertaken by Langdon Equity Partners' investment team to conduct thorough company research, emphasizing the value of firsthand interactions with various stakeholders. A case study of Chapters Group illustrates the unique investment strategy focused on non-obvious compounders, while the discussion also highlights the challenges and growth of small-cap technology companies like Esker. The chapter underscores the importance of primary research and personal relationships in making informed investment decisions across European markets.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app