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saeschinv.bsky.social
Saesch
@saeschinv.bsky.social
Factor tilted ETFs + small/mid caps. It's all about increasing the odds for successful investing. Currently on an A-Z journey on AIM. Stay humble.
Part 11 is out.

Indie Games, Cinemas & Media Productions next to the usual AIM Adventures.

increasingodds.substack.com/p/aim-a-z-pa...
Exploring AIM: A-Z Part 11
Indie Games, Cinemas & Media Productions next to the usual AIM Adventures.
increasingodds.substack.com
August 15, 2025 at 7:37 AM
Part 10 of my A-Z on AIM is out.

Many special situations, matching that: #ESO, a special situation PE player. Only one for my watchlist, but likely some more interesting names for others.

increasingodds.substack.com/p/aim-a-z-pa...
Exploring AIM: A-Z Part 10
Special Situations: Cash Offers, suspended Operations, suspended Trading.
increasingodds.substack.com
August 8, 2025 at 9:03 AM
Part 9 of my A-Z on AIM is out.

In this one you’ll find many marketing businesses next to an interesting niche bank $DFCH.L #DFCH, professional services, PE and as always: at least one pre-revenue energy/mining company.

increasingodds.substack.com/p/aim-a-z-pa...
Exploring AIM: A-Z Part 9
Marketing, Marketing, Marketing, ...
increasingodds.substack.com
June 23, 2025 at 1:47 PM
Part 8 of my A-Z on AIM is out.

The next 20 tickers. Some pharma software, a locksmith roll-up $CSSG.L and a veterinary service facing regulatory pressure $CVSG.L, three for my watchlist.

increasingodds.substack.com/p/aim-a-z-pa...
Exploring AIM: A-Z Part 8
Family Businesses, an Activist Fund and boring Locksmith Services
increasingodds.substack.com
June 13, 2025 at 11:36 AM
Part 7 is out.

The next 20 tickers: This one won’t disappoint you if you love pre-revenue companies, lol. In between you’ll find some quality defense stocks and a rare european share cannibal, one for the watchlist.

increasingodds.substack.com/p/aim-a-z-pa...
Exploring AIM: A-Z Part 7
High-Tech Defense and a Share Cannibal in between the usual AIM shitCos
increasingodds.substack.com
June 6, 2025 at 9:47 AM
Part 6 is out. The next 20 tickers: Scotish Football, British Wine and Asian Metals. 5 for my watchlist, only 2 pre-revenue companies, some actually interesting mining/energy ones for investors interested in this field.
increasingodds.substack.com/p/aim-a-z-pa...
Exploring AIM: A-Z Part 6
Scotish Football, British Wine and Asian Metals
increasingodds.substack.com
May 30, 2025 at 11:05 AM
Part 4 is out, 25 tickers: High-tech anklets, stacked clay and learning about the Brave Bison.

4 made it on the watchlist again, the most interesting is a boring brick distributor.

increasingodds.substack.com/p/aim-a-z-pa...
Exploring AIM: A-Z Part 4
High-tech anklets, stacked clay and learning about the Brave Bison.
increasingodds.substack.com
May 12, 2025 at 7:55 AM
AIM A-Z part 3 is out:
25 tickers, the first bank, Buy-Build-Exit strategies, Ashtead spin-off and the usual mining ShitCos. increasingodds.substack.com/p/aim-part-3
May 5, 2025 at 8:17 AM
Part 2 is out! 20 tickers: Many commodity businesses, 2 companies that may leave AIM as they may go private and a angling retailer buying back 15% of shares. increasingodds.substack.com/p/aim-a-z-pa...
April 28, 2025 at 10:29 AM
Part 1 of my A-Z walkthrough of the AIM segment in London is out.

Giving an introduction to the structure of this series and looking at the first 15 tickers.

5 made it on the watchlist: $ABDP.L $ACSO.L $AEO.L $AMS.L $4GBL.L

increasingodds.substack.com/p/aim-a-z-pa...
Exploring AIM: A-Z Part 1
A ticker-by-ticker walkthrough of the Alternative Investment Market.
increasingodds.substack.com
April 21, 2025 at 7:00 PM
Will start an A-Z journey through the London AIM market. First article on the first 15 stocks will be out tomorrow.
increasingodds.substack.com
Increasing Odds | Saesch | Substack
Personal investment blog: About small/mid caps + random investing thoughts. It's all about increasing the odds for successful investing. Stay humble. Click to read Increasing Odds, by Saesch, a Substa...
increasingodds.substack.com
April 21, 2025 at 9:11 AM
#VLX Volex operates facilities in Mexico & China, it's about high volume - low price for many of their products.
In the US they rather operate specialized facilities, close to certain customers.
So I would expect to see negative impacts due to the tariffs for #VLX.
February 2, 2025 at 7:03 PM
#VLX Volex Q3 Trading Update:
Ytd 9,6% organic growth, Murat Ticaret performing well as we know despite Off-highway showing a slowdown. Medical weak, Consumer Electronics & EV strong.
Maintaining 9% organic growth and margin target for the full year.
January 27, 2025 at 10:24 AM