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Cerno Global Leaders
Investment Letter – Oscar’s wallet
21/05/2025
By
James Spence
New Position in the Global Leaders Strategy: IDEXX Laboratories
10/04/2025
By
Oscar Mackereth
New Position in the Global Leaders Strategy: Dassault Systèmes
10/04/2025
By
Oscar Mackereth
Themes in the Cerno Global Leaders Portfolio: IP, rich and deep data
16/10/2024
By
James Spence
Cerno Global Leaders: what makes a good company great?
03/10/2024
By
James Spence
The quest for a future internet
14/03/2024
By
James Chenevix-Trench
Growth vectors: Novozymes: the power of combination in micrology
24/05/2023
By
Ion Sioras
Growth vectors: Microsoft – security
27/04/2023
By
Michael Flitton
The AI Awakening
26/03/2023
By
James Chenevix-Trench
OpenAI: next generation of data
25/01/2023
By
Oscar Mackereth
Cerno Global Leaders Deep Dive – Buffers
26/10/2022
By
Ion Sioras
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