RESEARCHLOGBOOKS

Traveling through the global investment universe

Like a ship's logbook, the 2Xideas Logbooks record our journeys through the global investment universe. Meeting with managements, industry experts and other sources and building networks around our research targets and investments is a core activity. Thus, we travel frequently and engage in about 200 company meetings per year.

We write our Logbooks from time to time, about 10 times per year, whenever we have relevant facts or thoughts to share with our clients.

US Financials
Fortinet Analyst Day
May 2022
Europe Company Visits
May 2022
Past Log Books