My weekday involves trips to the city on the ferry. It might be one of the world’s most pleasant commutes. A short walk to the terminal. A 10-15 minute trip across the water. Then I cross the road and take the elevator to the 26th floor.

But in the global investment world, a day at the office is only part of the action. Once London opens at 9pm (our time), there are often updates to monitor and — if value presents — trades to be made.

Why am I telling you this?

Because, in this work, you need a good bag to carry things back and forward. The one I bought in Singapore some years ago just broke. And the buying of a new one highlighted what could be a very good quality investment opportunity.

This dynamic company is based in Germany. It’s robust enough to offer long-term value, growth, and income as we emerge from the long shadow of Covid…

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