Platinum Asset Management
Our archive holds 3 letters from Platinum Asset Management, behind 18 investment theses. Every quote below is copied verbatim from the letter it came from.
Platinum Asset Management’s own letters pageTheses · 18
- June 2025
Diploma is a UK-based distributor of specialized industrial products with strong growth potential, high margins, and a disciplined acquisition strategy.
Read the full thesis - June 2025
IDEXX is a leading global provider of veterinary diagnostics and software, enabling veterinarians to deliver rapid, in-clinic testing while generating continuous revenue through high-margin consumables.
Read the full thesis - June 2025
Wingstop is a fast-casual restaurant chain focused on flavorful chicken wings with a simple menu, offering strong store productivity and growth potential.
Read the full thesis - March 2025
DMG Mori is poised for growth as EU manufacturing capital expenditure recovers, benefiting from its strong foothold in high-end machine tools essential for industries like aerospace and defense.
Read the full thesis - March 2025
HD Hyundai Marine Solution is an undervalued leader in ship after-market servicing and a monopoly parts provider for Hyundai engines, presenting an attractive investment opportunity.
Read the full thesis - March 2025
Nestlé is strategically positioned to benefit from temporary market weaknesses and has potential for growth despite concerns over GLP-1 products and rising commodity prices.
Read the full thesis - March 2025
Sony is poised for a strong year in 2025, benefiting from new mega-title game launches and a successful synergy between its hardware and entertainment IPs.
Read the full thesis - March 2025
Nvidia is positioned to benefit from increased AI-related capital expenditures despite market skepticism, as major tech companies and emerging competitors are likely to invest heavily in generative AI, driving long-term growth and improved valuations.
Read the full thesis - December 2024
Fanuc is poised for growth as the US market prepares for a significant increase in manufacturing automation investments, driven by advancements in AI-capable robotics and supportive government policies.
Read the full thesis - December 2024
Galderma is our largest single holding, showing strong growth in injectable aesthetics and skincare, with the potential for significant earnings boost from its newly approved eczema drug, Nemolizumab, set to launch in 2025.
Read the full thesis - December 2024
Kuaishou is a highly engaged Chinese short-video platform with a significant user base and improving profitability, making it materially undervalued.
Read the full thesis - December 2024
NICE is an Israeli company offering cloud-based contact center software with strong margins and growth potential, particularly through AI module sales as large enterprises transition from legacy systems.
Read the full thesis
Letter archive · 3
Funds · 2
- Platinium AM3
- Platinum0
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