⁠CapMrkt KGB
Stockbridge Value Fund IV (Oct-20)

https://t.co/Fqyw9bT2qi
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⁠CapMrkt KGB
AEW Partners Real Estate Fund IX, L.P. (Oct-20)

https://t.co/kjfe58TwCK
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⁠CapMrkt KGB
Brasa Real Estate Fund II LP (May-22)

https://t.co/M72g5RUV9c
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⁠CapMrkt KGB
Agis Capital - Four Corners Farmland Fund (Jun-24)

https://t.co/ro6SR1tnrF
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⁠CapMrkt KGB
Apollo Credit Opportunities Fund III (Apr-14)

https://t.co/XC3vsXLtS2
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⁠CapMrkt KGB
Lateral Investment Management Fund II (May-24)

https://t.co/IJqp7f9R6Q
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⁠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
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⁠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
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⁠Ahmad Jivraj
Wishing you a safe and happy new year!
Enjoy the fireworks
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⁠Stock Analysis Compilation
RS Investments on PVH Corp $PVH US

Thesis: PVH is unlocking margin expansion and growth opportunities through strategic brand management and operational improvements

(Extract from their Q3 letter) https://t.co/tpfT1YXT7s
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⁠App Economy Insights
📈 App Economy Portfolio is 10 years old:

🔴 2018: 30% crash.
🔴 2020: 40% pullback.
🔴 2022: Over 50% collapse.
✅ Returns: +418% (18% XIRR).

Investing is HARD most of the time.
But the grind is all worth it!

Wishing you a wonderful 2025! 🎉
Stay healthy and invest on!
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