Baumann
Our archive holds 3 letters from Baumann, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
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What they bought and sold · 1 move
- New positionSOL S.p.A.December 2025
“Stage clear. New Position: SOL Group”
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Companies held · 3
Every company Baumann has disclosed a position in across our archive, with the letter that last mentioned it.
- Ashtead TechnologyDec 2025
- SOL S.p.A.Dec 2025
- WIITDec 2025
Theses · 3
- SOL GroupDecember 2025
SOL Group is a dual industrial and homecare gases company with a hard-to-replicate infrastructure moat, family owner-operators, demographic tailwinds, and attractive normalized owners’ earnings potential.
Read the full thesis - September 2025
Riken Keiki’s vertically integrated, in-house sensor technology, service-driven design, and decades-earned brand trust in safety-critical environments create extreme switching costs and customer stickiness, underpinning durable mid-teens returns and long-term compounding.
Read the full thesis - June 2025
WIIT is a premium cloud provider in Europe with a strong competitive advantage due to its established brand reputation, high client switching costs, economies of scale, and a diversified value creation model that goes beyond just infrastructure.
Read the full thesis
Letter archive · 3
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