⁠CapMrkt KGB
Virtus Real Estate Capital III (Oct-20)

https://t.co/pW1VUQ6JJP
tweet

⁠CapMrkt KGB
Stockbridge Value Fund IV (Oct-20)

https://t.co/Fqyw9bT2qi
tweet

⁠CapMrkt KGB
AEW Partners Real Estate Fund IX, L.P. (Oct-20)

https://t.co/kjfe58TwCK
tweet

⁠CapMrkt KGB
Brasa Real Estate Fund II LP (May-22)

https://t.co/M72g5RUV9c
tweet

⁠CapMrkt KGB
Agis Capital - Four Corners Farmland Fund (Jun-24)

https://t.co/ro6SR1tnrF
tweet

⁠CapMrkt KGB
Apollo Credit Opportunities Fund III (Apr-14)

https://t.co/XC3vsXLtS2
tweet

⁠CapMrkt KGB
Lateral Investment Management Fund II (May-24)

https://t.co/IJqp7f9R6Q
tweet

⁠Stock Analysis Compilation
Royce IP on Brady Corporation $BRC US

Thesis: Brady’s focus on niche markets, high-margin solutions, and innovation ensures consistent returns and market leadership

(Extract from their article) https://t.co/N7Vg7hcoZ9
tweet

⁠Stock Analysis Compilation
Third Avenue on SandRidge $SD US

Thesis: SandRidge’s solid cash position, tax advantages, and discounted valuation create a compelling investment in the energy sector

(Extract from their Q3 letter) https://t.co/LGlYkQXONZ
tweet

⁠Ahmad Jivraj
Wishing you a safe and happy new year!
Enjoy the fireworks
tweet