Read Capital

If you speak a bit of Spanish, this is a pretty light and easy read by the founder on the culture and ideas at $CBAV

Almost a third of shareholders believe the new CEO’s pay is excessive, with a maximum of £2.2 million for 2025 -a figure that few American CEOs would accept 45% CAGR since he took over as CEO. $GAW.LN

Same vibes

Nothing to add. RIP ❤️

No longer on the board of CSI

Only for some limited partners I believe. Arrangement didn’t last that long. This was it for the majority:

Early Buffett had different management fee structures for his limited partners depending on risk appetite.

Incentive plan

Organic growth - "the negative organic growth is primarily a result of high organic growth for the 2021 comparison periods, in particular in Q3 2021 due to a settlement from a customer related to termination of future services"

Lumine ex-Target

Pro forma P&L the Lumine Group

Similar preferred share structure as $TOI.V

$CSU.to paid $490 million for WideOrbit

The Dividend will be paid at a ratio of 3.0003833 Spin-Out Shares for every one common share of CSI. Fractional shares will not be issued.

The Lumine Group $CSU.to