Description Thesis: FTCI solar, Inc. (FTCI) is a provider of solar tracking systems with a compelling risk/reward and upside potential of 500%+. FTCI’s valuation seems extremely low with a market capitalization of only $52 mil, a backlog of $1.8 bil (with $485 mil contracted), and an enterprise value / 2025 (estimated) Revenues (EV/R) of 0.14x, with […]
GENERAL DYNAMICS CORP
Description Investment Profile: General Dynamics is an $80BN market cap / $89BN EV global aerospace and defense firm with a portfolio of businesses that are leading franchises in each of their respective markets. GD is based in Reston, VA but has operations around the world. The Company was formed in 1952. Over the years, the […]
Aptiv Plc
Description Summary Aptiv is an opportunity to lean into the negative electric vehicle sentiment, with a real business that still works in a “higher ICE for longer world”. Aptiv generates cash and is led by a shareholder-oriented management team. After you parse through all the buzzwords in the company’s marketing materials, what you find is […]
How to Most Successfully Communicate With Prospective and Existing Customers
Once you have your brand essence (purpose, vision, mission, credibility, and values) in place, you can deepen and extend it with external-facing key messaging — including online assets like your website and social media accounts, as well as packaging, events, advertising, and everywhere else you promote and position your business or organization. Some businesses and […]
Energean Analysis
Description Energean – Good long term investment opportunity with a special sit entry point ! Elevator Pitch: We are buying a good asset run by a smart management team at attractive valuations. Energean is run by a good owner-operator who has demonstrated smart capital allocation (two very value accretive M&A) along with solid operational execution […]
LAMB WESTON HOLDINGS INC
Description Recent market concerns around the potential impact GLP-1s could have on consumer consumption and caloric in-take behavior have wreaked havoc across food-related stocks. Greasy fried foods are in the eye of the GLP-1 storm (patients rate this category as the highest for reduced consumption) and, as a result, Lamb Weston (“LW”), a producer of […]
HICL Infrastructure plc – Deep Dive
Description Summary: trading at a c20% discount to reported NAV, HICL offers an implied c9% IRR in real terms with strong inflation linkage. This is a decent return with upside potential via closing the NAV discount. Such infra investment trusts had a natural shareholder base of UK retail investors who think in terms of absolute post-tax dividend […]
Investors Title Company Analysis
Description Situation overviewLet’s invest in housing-related stocks while interest rates are significantly higher than they’ve been in years and we’re staring down the cliff of a potential economic collapse!! Sound stupid? Maybe at a broad level, but not if we’re talking about a carefully managed (capital-light) title insurer with a Fort Knox balance sheet and […]
Xponential Fitness – Risks & Opportunities
Description Opportunity: Xponential Fitness was the victim of a short report which caused the share price to decline 37% on June 27, 2023. XPOF’s short interest was ~700,000 shares prior to September 2022 when short interest began to rise steadily before reaching 4.73M shares on June 15, 2023 shortly before the short report. Shares short as of […]
JD.com – Leader of Chinese stocks
Description “It’s always darkest before the dawn” – Thomas Fuller It has basically come to the point where we are either going to war with China and the likes of AAPL, NVDA and TSLA will implode, or tensions will settle (which seems to be the case) and implied costs of capital for JD will dissipate […]
Why CVS’s Acquisition of Signify Health is a Big deal
One of my bite sized TL;DR sources wrote about this, and actually it is pretty significant. Apparently CVS outbid Amazon to acquire Signify. CVS 0.51%↑ May actually be a good long-term investment at this point, and hear me out. The Healthcare sector is going to become more important with our aging population and rising costs of healthcare. CVS is […]
A LiDAR Update: $VLDR
I am very bullish on the LiDAR sector as a whole as autonomous cars picks up steam in the 2020s, but the outlook for $VLDR is increasingly worrisome. You can read the latest earnings call transcript here. Analysts have an average stock price of $12 and while the stock was up Monday, I don’t think it’s sustainable […]
Prosus Investment Strategy
Naspers’ investment in Tencent in 2001 transformed the company and propelled it to become Africa’s largest publicly traded company. Naspers was originally founded in South Africa in 1915 as a newspaper and magazine publisher. It later branched out in pay TV, but remained largely in traditional media business (books, newspapers and magazines). The company started […]
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