Offshore
Photo
Stock Analysis Compilation
TAMIM Fund on Viva Leisure $VVA AU
Thesis: Viva Leisure's strategic acquisitions will cement its position as Australia's second-largest network, with substantial growth potential and a low valuation of less than 4x EV/EBITDA
(Extract from their Q2 letter) https://t.co/h4bhsqvDaW
tweet
TAMIM Fund on Viva Leisure $VVA AU
Thesis: Viva Leisure's strategic acquisitions will cement its position as Australia's second-largest network, with substantial growth potential and a low valuation of less than 4x EV/EBITDA
(Extract from their Q2 letter) https://t.co/h4bhsqvDaW
tweet
Offshore
Photo
Stock Analysis Compilation
Rubicon Equities on SMCP $SMCP FP
Thesis: SMCP, trading at an all-time low, offers a unique opportunity as legal issues resolve and potential sales transactions loom, with a valuation far below intrinsic worth
(Extract from their Q2 letter) https://t.co/XUX6v87Lye
tweet
Rubicon Equities on SMCP $SMCP FP
Thesis: SMCP, trading at an all-time low, offers a unique opportunity as legal issues resolve and potential sales transactions loom, with a valuation far below intrinsic worth
(Extract from their Q2 letter) https://t.co/XUX6v87Lye
tweet
Offshore
Photo
Stock Analysis Compilation
Hedge funds' best ideas #4 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
1 Main Capital / Ace River Capital / East72 Dynasty Trust / Focus Capital / Greystone Value / Lakehouse Capital / Laughing Water Capital / Massif Capital / Miller Value / Munro Partners / Optimist Fund / Palm Harbour Capital / Patient Capital Management / Patient Capital/TGV Partners Fund / Pernas Research / Royce Investment / Rubicon Equities / Smoak Capital / TAMIM Fund / White Falcon Capital
tweet
Hedge funds' best ideas #4 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
1 Main Capital / Ace River Capital / East72 Dynasty Trust / Focus Capital / Greystone Value / Lakehouse Capital / Laughing Water Capital / Massif Capital / Miller Value / Munro Partners / Optimist Fund / Palm Harbour Capital / Patient Capital Management / Patient Capital/TGV Partners Fund / Pernas Research / Royce Investment / Rubicon Equities / Smoak Capital / TAMIM Fund / White Falcon Capital
tweet
Offshore
Photo
Stock Analysis Compilation
Liberty Park CM on Kornit Digital $KRNT US
Thesis: Kornit Digital, with strong cash reserves and innovative technology, offers a compelling turnaround opportunity as it shifts to recurring revenue streams and returns to profitability
(Extract from their Q2 letter) https://t.co/7dMoqrvLCi
tweet
Liberty Park CM on Kornit Digital $KRNT US
Thesis: Kornit Digital, with strong cash reserves and innovative technology, offers a compelling turnaround opportunity as it shifts to recurring revenue streams and returns to profitability
(Extract from their Q2 letter) https://t.co/7dMoqrvLCi
tweet
Offshore
Photo
Stock Analysis Compilation
Polen Capital on MSCI $MSCI US
Thesis: Revisiting MSCI at a lower price, they see strong long-term growth driven by high retention rates and strategic positioning in passive and ESG investments
(Extract from their Q2 letter) https://t.co/CqWkvgkr7S
tweet
Polen Capital on MSCI $MSCI US
Thesis: Revisiting MSCI at a lower price, they see strong long-term growth driven by high retention rates and strategic positioning in passive and ESG investments
(Extract from their Q2 letter) https://t.co/CqWkvgkr7S
tweet
Offshore
Photo
Stock Analysis Compilation
Rogue Funds on RADCOM $RDCM US
Thesis: RADCOM, with strong cash reserves and better-than-expected growth in 5G assurance, is poised for significant upside as it executes above expectations and explores strategic acquisitions
(Extract from their Q2 letter) https://t.co/qgX1JODp6t
tweet
Rogue Funds on RADCOM $RDCM US
Thesis: RADCOM, with strong cash reserves and better-than-expected growth in 5G assurance, is poised for significant upside as it executes above expectations and explores strategic acquisitions
(Extract from their Q2 letter) https://t.co/qgX1JODp6t
tweet
Offshore
Photo
Capital Employed
RT @capitalemployed: FRESH OFF THE PRESS 🔥
Read our interview with @Jake___Barfield from Asheville Capital Management.
Jake discusses his background, research process, why he's bullish on Auto Partner $APR and two other stocks he's bullish on. 👇
https://t.co/oNu6kKs6zq https://t.co/GeHYFLXVMM
tweet
RT @capitalemployed: FRESH OFF THE PRESS 🔥
Read our interview with @Jake___Barfield from Asheville Capital Management.
Jake discusses his background, research process, why he's bullish on Auto Partner $APR and two other stocks he's bullish on. 👇
https://t.co/oNu6kKs6zq https://t.co/GeHYFLXVMM
tweet
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