Welcome to the Best Ideas Club. Paid members receive a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor.
This week we interviewed Rhys Williams, chief strategist and portfolio manager at Wayve Capital, a firm that focuses on small- and mid-cap companies. He shared another idea with us on February 16, 2025, and that stock has since returned 84% as of Friday’s close.
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