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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)
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 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.
Gogo Inc (GOGO)
Written by LVS Advisory
The leading provider of internet connectivity to business jets in North America. The company operates a network of air-to-ground cell towers broadcasting 4G signal on licensed spectrum. This is a razor/razor blade business model where aircraft owners purchase and install connectivity equipment and then pay for a monthly internet subscription.
Card Factory (CARD)
A hidden champion trading at a cheap multiple.
Brookfield Corporation (BN)
A leading global alternative asset manager with a diversified business model, focusing on investing in and managing real assets.
Medical Net (TYO:3645)
A fast growing Japanese small cap trading at a normalised PE under 10.
Berry Global (BERY)
The largest plastic packaging business in the world. The current FCFE yield is ~11-12% (after growth capex), and with the new Board members and Capital Allocation Committee, Berry is very well positioned to take that FCFE and repurchase shares at what I view as a large discount to fair value.
A dying leader pivots into a growth industry.
A leading distributor of air conditioning, heating and refrigeration equipment, related parts and supplies in North and Latin America.
Coca-Cola FEMSA (KOF)
A deep dive into the world's largest Coca-Cola bottler.
Global Ship Lease (GSL)
Owns and charters container ships. The shipping industry is complex and often misunderstood. Though often taken for granted, the shipping industry is an important part of the backbone that makes up the world economy.
Frontera Energy (FEC)
A Canada-based oil and gas company. The Company is engaged in the exploration, development and production of crude oil and natural gas in South America.
Fondul Proprietatea (FP)
A Romanian infrastructure-focused closed-end fund selling under NAV.
Sleep Country (ZZZ)
Canada’s largest specialty mattress retailer with an estimated market share of 37% as of 2022. The company has a coast-to-coast retail network of 289 stores supported by 20 warehouses. The market is currently pricing a severe recession for Sleep Country. It currently trades at an EV/EBITDA multiple of 5x, which is the lowest since its IPO in 2015.
MIPS AB (MIPS)
MIPS is the industry standard for helmet safety - a unique business with durable technology and scale advantage, potentially a compounding machine.
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This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.
I read all of them(more than 5 minutes)I like a lot mips and gogo, but I think Gogo may have a lot of competition with musk, so mips is the best
Thanks so much for steadily offering this collection of stock pitches!