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Below are the stock pitches we’ve enjoyed reading in the past 2 weeks →
(If you’re looking for more ideas make sure to become a premium subscriber to access our fund manager interviews).
Companhia Brasileira De Distribuição (CBD)
Written by
Upcoming spin of Grupo Exito in 70 days will unlock significant sum-of-the-parts (SOTP) discount, with stub currently trading at a negative value.
CentralNic (CNIC)
Written by
CentralNic Group Plc is a UK based Internet solutions company. The Company develops and manages its own proprietary software platforms for the global distribution of domain names.