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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
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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
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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
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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
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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
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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
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Offshore
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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
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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
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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
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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
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Offshore
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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
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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
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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
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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
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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
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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
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Offshore
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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
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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
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