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Research

Karelia Tobacco
Two reasons why this is interesting now.
  • Sample writeup
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Danish bank consolidation (update)
The landscape is shrinking as another merger just hit the tapes.
  • Sample writeup
Green Landscaping lessons
A quick (premium) update.
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The $1bn stake nobody saw
What happens when a footnote goes parabolic. The market still hasn't connected the dots.
  • Sample writeup
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Shutterstock/Getty update
...and another absurd opportunity.
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A little insurance company at an understated 0.6x book, double-digit BVPS growth for a decade, conservatively financed
Company is in runoff and is buying back every drop of share it can find.
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Is Röko a Lifco all over again?
The most successful executive capital allocators in history naturally get to a point in their careers when...
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Net net with 61% upside to NCAV, 4x earnings, 10% dividend yield
This stock got on my radar when massive trading volume showed accumulation.
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Shutterstock/Getty merger
28.3% deal spread and potential 95% IRR.
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Deswell Industries
How to size up a net net.
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Lindbergh
Italian microcap niche logistics operator turned HVAC rollup.
  • Sample writeup
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SunLink Health update
Only in forgotten corners of the market do you find a 66-140% almost risk-free return in a month.
  • Sample writeup
Bitcoin treasuries
What was once above politics and institutions has become synonymous with self-dealing, led by the leader of the pack: Michael Saylor.
  • Sample writeup
A liquidation play for a 20% IRR
...with an almost 90% payback by year-end.
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Share cannibal with durable cash flows at a double-digit yield, possible liquidation
This company is selling off assets at nearly 2x the group multiple to buy back shares.
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Enveloping Supremex
Pursuing growth in a post-letter world.
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This net-net nanocap is being acquired, and the deal spread is huge (but complicated)
A special situation for tiny accounts.
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Serial acquirer of local monopolies at 7% FCF yield, 32% annual BVPS growth for six years
Management has skin in the game.
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This stock resembles Charlie Munger’s 2001 Tenneco investment that made him 8x his money
0.07x price-to-sales, 30% normalized and growing FCF yield, strips assets to pay down debt.
  • Sample writeup
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Nordfyns Bank second update
Congratulations to those who bought.
  • Sample writeup
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