Alex’s Investment Memo | Alex Feng | Substack

Summary Marlowe Plc is LSE AIM listed UK compliance company. It’s building a one-stop compliance service platform through buy-and-build strategy. It focuses on the fragmented, GBP 8bn+ UK compliance market with 5-10% market share in the various sub-sectors. The business is…

Dec 23, 2022

Dear readers, This is my first memo on Substack. I feel mostly grateful to have you as my readers. Please allow me to have a brief intro of myself…

Oct 26, 2022

This is Alex’s Investment Memo, a newsletter about Stock investment thesis.

Oct 25, 2022

Alex’s Investment Memo

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