Monthly recap #3

An update on two previously discussed positions, and other interesting news from November

Logista

Originally published more than 2 years ago in July 2022, $LOG.MC is the best performing company among all those that have been analysed with a total return of +81% (of which +17% from dividends). Since the initial post, Logista has continued to execute its strategy: revenues in the FY2024 were up >4%, EBIT more than 9% (with the operating margin …