Mayar Capital
Our archive holds 4 letters from Mayar Capital, behind 7 investment theses. Every quote below is copied verbatim from the letter it came from.
Mayar Capital’s own letters pageTheses · 7
- September 2025
Solventum is a newly spun-off healthcare company from 3M, well-positioned for growth and innovation despite inheriting a challenging financial situation, and is focused on simplifying its portfolio and enhancing operational efficiency.
Read the full thesis - June 2025
Croda International is a reputable UK specialty chemicals company known for its innovative and sustainable high-performance ingredients across various industries, demonstrating pricing power and resilience.
Read the full thesis - June 2025
Nestlé is a resilient global food and beverage leader with a diverse portfolio that includes strong coffee and pet care brands, supported by a valuable stake in L’Oréal and a focus on innovation and efficiency to adapt to changing consumer preferences.
Read the full thesis - March 2025
Capgemini is a well-established technology consulting firm poised for growth through its strong presence in digital transformation and generative AI, despite facing short-term pressures from macroeconomic uncertainties and declining client spending.
Read the full thesis - March 2025
Nike is a leading American sportswear brand with strong global presence, unmatched brand equity, and a focus on innovation and direct-to-consumer strategies, making it an attractive long-term investment despite short-term challenges.
Read the full thesis - March 2025
Novo Nordisk is a leading Danish pharmaceutical company specializing in diabetes care and obesity treatments, well-positioned for sustainable growth with its innovative GLP-1 drugs and diverse pipeline.
Read the full thesis - December 2024
Ashtead Group is a leading international equipment rental company with strong unit economics and growth potential, particularly in North America, where it benefits from increased demand for rental services in various industries.
Read the full thesis
Letter archive · 4
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