Bi-weekly recap #8

Big movers, some readings and a couple of stock pitches

Big movers

Companies in the European SMID space with “big movements” (both up and down) during the month of August that are worth researching further: in grey companies that have been analysed in the past.

Interesting readings

• The Alternative Truth of Private Equity and What That Means for Asset Allocation

“True, PE operates outside the public market. Yet…