Offshore
Photo
Stock Analysis Compilation
Longleaf on ESR Group $1821 HK
Thesis: ESR Group's strategic shift to a capital-light model and decreasing China exposure, coupled with a potential privatization offer, presents a significant revaluation opportunity
(Extract from their Q2 letter) https://t.co/LfqITRnFR5
tweet
Longleaf on ESR Group $1821 HK
Thesis: ESR Group's strategic shift to a capital-light model and decreasing China exposure, coupled with a potential privatization offer, presents a significant revaluation opportunity
(Extract from their Q2 letter) https://t.co/LfqITRnFR5
tweet
Offshore
Photo
Stock Analysis Compilation
Colebrooke Partners on Auction Technology Group $ATG LN
Thesis: Auction Technology Group, leveraging a unique marketplace model and strategic acquisitions, is poised for a dominant and unassailable market position
(Extract from their Q2 letter) https://t.co/1eU7XP1XQe
tweet
Colebrooke Partners on Auction Technology Group $ATG LN
Thesis: Auction Technology Group, leveraging a unique marketplace model and strategic acquisitions, is poised for a dominant and unassailable market position
(Extract from their Q2 letter) https://t.co/1eU7XP1XQe
tweet
Offshore
Photo
Stock Analysis Compilation
Heartland Advisors on J.B. Hunt $JBHT US
Thesis: J.B. Hunt's strategic intermodal capacity expansion and cost advantage position it for significant market share gains and recovery in a soft freight market
(Extract from their Q2 letter) https://t.co/8mmVUknYlk
tweet
Heartland Advisors on J.B. Hunt $JBHT US
Thesis: J.B. Hunt's strategic intermodal capacity expansion and cost advantage position it for significant market share gains and recovery in a soft freight market
(Extract from their Q2 letter) https://t.co/8mmVUknYlk
tweet
Offshore
Photo
Stock Analysis Compilation
TAMIM Fund on Evercore $EVR US
Thesis: Evercore's focus on high-quality advisory services and unique culture has driven consistent growth and exceptional shareholder returns
(Extract from their Q2 letter) https://t.co/FwOM9t4eP4
tweet
TAMIM Fund on Evercore $EVR US
Thesis: Evercore's focus on high-quality advisory services and unique culture has driven consistent growth and exceptional shareholder returns
(Extract from their Q2 letter) https://t.co/FwOM9t4eP4
tweet
Offshore
Photo
Stock Analysis Compilation
Maran Capital on Clarus $CLAR US
Thesis: Clarus Corp, trading below its private market value with a strong cash position and healthy free cash flow, offers an attractive risk-reward profile
(Extract from their Q2 letter) https://t.co/nXjdMkuFPb
tweet
Maran Capital on Clarus $CLAR US
Thesis: Clarus Corp, trading below its private market value with a strong cash position and healthy free cash flow, offers an attractive risk-reward profile
(Extract from their Q2 letter) https://t.co/nXjdMkuFPb
tweet
Offshore
Photo
Stock Analysis Compilation
East72 Dynasty Trust on Société Fermière du Casino Municipale de Cannes $BAIN FP
Thesis: FCMC, a debt-free hospitality gem, offers prime assets in Cannes and St Barthélemy at a significant undervaluation, making it a lucrative investment
(Extract from their Q2 letter) https://t.co/KK2WHwXdcM
tweet
East72 Dynasty Trust on Société Fermière du Casino Municipale de Cannes $BAIN FP
Thesis: FCMC, a debt-free hospitality gem, offers prime assets in Cannes and St Barthélemy at a significant undervaluation, making it a lucrative investment
(Extract from their Q2 letter) https://t.co/KK2WHwXdcM
tweet
Offshore
Photo
Hidden Value Gems
RT @HiddenValueGems: Quote of the day from Benoit Mandelbrot 👇🏼
#60
#StockMarket #volatility #Investing https://t.co/U0HlXtix9o
tweet
RT @HiddenValueGems: Quote of the day from Benoit Mandelbrot 👇🏼
#60
#StockMarket #volatility #Investing https://t.co/U0HlXtix9o
tweet
Offshore
Photo
Hidden Value Gems
RT @HiddenValueGems: Value investors could be in for a treat, if the analysis by @PzenaInvstmtMgt is correct:
✅ Over the past 65 years, cap-weighted index beat the equal-weight index by more than 10% in just 15 six-month periods out of more than 750 rolling six-month periods
✅ In the past, the bounce back for EW following these 12 extreme periods has tended to be dramatic and happens fairly quickly, as EW has, on average, significantly outperformed CW in one- and five-year time frames, and value outperformed both by a wide margin.
tweet
RT @HiddenValueGems: Value investors could be in for a treat, if the analysis by @PzenaInvstmtMgt is correct:
✅ Over the past 65 years, cap-weighted index beat the equal-weight index by more than 10% in just 15 six-month periods out of more than 750 rolling six-month periods
✅ In the past, the bounce back for EW following these 12 extreme periods has tended to be dramatic and happens fairly quickly, as EW has, on average, significantly outperformed CW in one- and five-year time frames, and value outperformed both by a wide margin.
tweet