IWG and HelloFresh Earnings Review

Earlier this year, I shared my portfolio as of January 12, 2025 with IWG (15%) and HelloFresh (10%) as the largest positions. Now that these companies have published their FY 2024 results, it's a good moment to provide an update on the companies and my positioning.

Disclaimer: This writeup is not investment advice and should not be construed as such. I…