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Expert: James Reynolds - Searching for non-technology businesses in overlooked markets
James Reynolds is the founder of Tenebrist Global, a US-based fund that invests in a concentrated portfolio of founder-led growth businesses. Interestingly, the Tenebrist portfolio emphasises non-technology businesses like restaurants and gyms as well as overlooked markets like Japan and Poland.
After hearing about James' investment philosophy and a bit of background, we focus on two dynamic companies: Jiumaojiu (HKG:9922) and Dino Polska (WSE:DNP). We explore the stories behind these investments, the companies' roles in their industries, and the theses that inspired these selections. James…
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