I’ll be hosting the Q2 2026 investor call later this week on Thursday 30th July, 5-6 pm (GMT).
The investor call discusses our most recent investment write-ups and portfolio changes. In Q2 2026, the focus was the software industry, and we published our research on Microsoft and Intuit, and have the Adobe deep dive coming up.
There will also be a Q&A, and you can either send your questions via the comment section below, in the registration form attached below or during the call.
To register for the virtual call, please fill out the form on the Jenga IP website here. A calendar link will be sent to you shortly.
Date: 30th July 2026
Time: 17:00 - 18:00 (GMT)
Location: Virtual