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Stock Analysis Compilation

@StockCompil

2 months

Moon Capital on British American Tobacco $BTI "we estimate BTI is worth at least $40 per share today, as the company’s revenue mix shifts further toward its New Categories growth business, the equity has the potential to substantially rerate." (Extract from their Q1 letter)

4

12

128

Stock Analysis Compilation

@StockCompil

2 months

Pershing Square on Howard Hughes $HHH: "HHH is in the early stages of its decades-long value creation opportunity, and we expect the company to become substantially more free-cash-flow generative in the coming years" (Extract from their Q4 letter)

3

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109

Stock Analysis Compilation

@StockCompil

29 days

Third Point on TSMC $TM US We believe TSMC has significant untapped pricing power which can be levered to offset (if not expand) its already admirable returns on capital (Extract from their Q1 letter)

2

7

75

Stock Analysis Compilation

@StockCompil

26 days

Riverwater Partners on Atkore $ATKR US despite this substantial earnings growth, the stock is currently trading at a similar valuation to pre-COVID levels and at a discount compared to its peers and the broader market (Extract from their Q1 letter)

2

8

73

Stock Analysis Compilation

@StockCompil

23 days

Cooper Investor on CME Group $CME US With this business routinely generating over 50% returns on invested capital and carrying no debt today, CME is far from an average business (Extract from their Q1 letter)

2

9

72

Stock Analysis Compilation

@StockCompil

4 months

Bonhoeffer Partners on Asbury Group $ABG: "a fiveyear forward earnings yield of 38%, buybacks are accretive" (Extract from their Q4 letter)

2

3

67

Stock Analysis Compilation

@StockCompil

4 months

Spree Capital on Danaher $DHR: "While we have long followed Danaher, there were four main reasons that we initiated an investment in the fourth quarter" (Extract from their website, the full analysis can be found on Stock Analysis Compilation #26 )

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Stock Analysis Compilation

@StockCompil

5 months

Vltava Fund on Burford Capital $BUR: (extract from their Q4 letter)

1

3

55

Stock Analysis Compilation

@StockCompil

4 months

Black Bear Value Partners on Builders FirstSource $BLDR: "The company has modest leverage and has been using their abundant free-cash-flow to buy in over 39% of the stock in the last 2 years" (Extract from their Q4 letter)

2

1

52

Stock Analysis Compilation

@StockCompil

8 months

Polen Capital on XPEL $XPEL : (extract from their Q3 letter)

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50

Stock Analysis Compilation

@StockCompil

1 month

Polen Capital sold Paypal $PYPL (Extract from their Q1 letter)

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49

Stock Analysis Compilation

@StockCompil

4 months

Arquitos CM on Vistry $VTY: " It seems absurd, but I reiterate that if the company hits their medium-term goals, shares can trade up to £50 per share from £9.38 today" (Extract from their Q4 letter)

3

1

42

Stock Analysis Compilation

@StockCompil

4 months

Bonhoeffer Partners on Ashtead Group $AHT: "the expected growth rate of earnings is expected to be in 15 to 20% range" (Extract from their Q4 letter)

2

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40

Stock Analysis Compilation

@StockCompil

4 months

Miller Value on Shift4 Payments $FOUR "provides sticky, and likely growing, cash flows at a compelling valuation with an impressive, highly aligned management team in a large addressable mark" (Extract from their website, the link can be found on Stock Analysis Compilation #27 )

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34

Stock Analysis Compilation

@StockCompil

4 months

Polar Capital on Hyatt Hotels $H: "This means that Hyatt can generate high and expanding free cashflow margins as well as attractive volume growth" (Extract from their Q4 letter)

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35

Stock Analysis Compilation

@StockCompil

1 month

Alluvial Capital on Scandic Hotels $SHOT But unlike other hotel companies, Scandic’s share continue to trade well below preCOVID highs and offer a double-digit free cash flow yield (Extract from their Q1 letter)

40

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Stock Analysis Compilation

@StockCompil

4 months

Meditation Capital on Kaspi $KSPI: "The reported usage metrics (2.3 transactions per user per day) are so high that it really has to be seen to be believed" (Extract from their Q4 letter, the full analysis can be found on Stock Analysis Compilation #28 )

0

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34

Stock Analysis Compilation

@StockCompil

16 days

Whitebrook Capital on Portillos $PTLO US The Company’s valuation is exceptionally cheap, the near term issues, addressable, and White Brook’s target price is over $22 in the short to medium term (Extract from their report, link in SAC #42 )

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33

Stock Analysis Compilation

@StockCompil

4 months

Bonhoeffer Partner on Builders Firstsource $BLDR: "The incremental return on invested capital over the past five years is close to 100%" (Extract from their Q4 letter, the full analysis can be found on Stock Analysis Compilation #27 )

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Stock Analysis Compilation

@StockCompil

2 months

Greenhaven Road Capital on Burford Capital $BUR: "Adding the asset management business ($4) + origination business ($12) + YPF ($5-12.50) gets you a range of $21-28.50 per share" (Extract from their Q1 letter, the letter and full analysis is on Stock Analysis Compilation #37 )

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Stock Analysis Compilation

@StockCompil

4 months

Polen Capital on Core & Main $CNM: "As one of the two largest players in a fragmented industry, the company has a proven track record of capital allocation skills" (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

4 months

Polen Capital on XPEL $XPEL: "we recently visited the company's corporate headquarters ... and came away with renewed confidence in the strength of the management team to execute against their strategic priorities and deliver profitable growth" (Extract from their Q4 letter)

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27

Stock Analysis Compilation

@StockCompil

4 months

Polen Capital on Teleperformance $TEP: "Teleperformance continues to leverage technologies, including AI, to deliver successful business outcomes to customers" (Extract from their Q4 letter)

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28

Stock Analysis Compilation

@StockCompil

4 months

Greenhaven Road on Burford $BUR: "but have the potential to earn incredible returns on a smaller basket of cases which can have outsized impacts on business valuation" (Extract from their Q4 report)

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25

Stock Analysis Compilation

@StockCompil

2 months

Miller Value fund on Coupang $CPNG: "Coupang is the leading player in a large addressable market with numerous growth levers at a compelling price" (Extract from their Q1 letter, the letter and full analysis are on Stock Analysis Compilation #37 )

1

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26

Stock Analysis Compilation

@StockCompil

4 months

Arquitos CM on Liquidia $LQDA: "if Liquidia takes 50% of the market share, shares should trade more than seven times higher than they do now" (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

1 month

Upslope Capital on Hershey $HSY Hershey should be positioned to take share in the current challenged market (Extract from their Q1 letter)

1

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23

Stock Analysis Compilation

@StockCompil

1 month

Greenhaven Road on Burford $BUR US Time will tell if these high returns continue, but there is a lot of upside potential that is not being priced into shares today. The CEO seems to agree with his recent $5M purchase (Extract from their Q1 letter)

1

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23

Stock Analysis Compilation

@StockCompil

2 months

Greenhaven Road Capital on Par Technology $PAR: "in my mind, this is a business that has been in the gym training for the last four years and has now begun to quietly kick ass" (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

27 days

Silver Beech CM on Dentalcorp $DNTL CN We believe Dentalcorp is worth more than $11 per share, 70%+ higher than the current share price (Extract from their Q1 letter)

1

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Stock Analysis Compilation

@StockCompil

4 months

MSA Capital on Interactive Brokers $IBKR: "The competitive position is getting stronger as most competitors either have home-grown problems or are running out of money to subsidise customers" (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

1 month

Maran Partners on Vistry Group $VTY There is a reasonable case this stock could triple over the next few years (Extract from their Q1 letter)

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21

Stock Analysis Compilation

@StockCompil

1 month

Alluvial Capital on Garrett Motion $GTX indicated it would use nearly all its 2024 free cash flow to repurchase stock (Extract from their Q1 letter)

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Stock Analysis Compilation

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12 days

Edgepoint on Berry Global $BERY US The packaging space remains highly fragmented, and we believe Berry’s scale advantage should allow for the company to continue deploying its free cash flow into acquisitions for decades to come (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

1 month

Polen Capital on Endava $DAVA (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

1 month

Greenhaven Road on PAR Technology $PAR US I expect year-end ARR per share to be approximately $8.30 or over 8X larger than when CEO Savneet Singh took over just over 5 years ago (Extract from their Q1 letter, full analysis & letter in SAC #39 )

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21

Stock Analysis Compilation

@StockCompil

26 days

Weitz Investments on VeriSign $VRSN US Given the evergreen nature of its contract and the mission-critical nature of its offerings, we believe VeriSign has a very wide moat (competitive advantage) around its business (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

2 months

Deep Sail Capital - Top Holdings & Current Exposure $MELI $AEP $EVO $AFRM (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

5 months

O'Keefe Stevens Advisory on Aercap $AER: (extract from their Q4 letter) "at a couple of turns of leverage, this ROE is closer to 70%-80%. Repurchasing stock trading at 90% of BV is almost a 100% delta between private market transactions and the stock"

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Stock Analysis Compilation

@StockCompil

3 months

Donville Kent on GoEasy $GSY: "GoEasy continues to be one of the most consistent compounders we can find" (extract from their Q4 report)

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Stock Analysis Compilation

@StockCompil

1 month

Polen Capital on MercadoLibre $MELI US (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

7 months

RGA IA on Danaher $DHR: (Extract from their Q3 letter, the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #17 )

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Stock Analysis Compilation

@StockCompil

5 months

Bonhoeffer Partners on North America Construction Group $NOA: (Extract from their Q3 letter, the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #21 )

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Stock Analysis Compilation

@StockCompil

1 month

1 Main Capital on Caesars Entertainment $CZR As the new projects come online, they will not only start to contribute to EBITDA, but growth capex should drop meaningfully as well (Extract from their Q1 letter)

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18

Stock Analysis Compilation

@StockCompil

3 months

Loomis Sayles on S&P Global $SPGI: "This segment also has high barriers to entry, as significant compliance costs necessitate scale" (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

1 month

Polen Capital on Core & Main $CNM (Extract from their Q1 letter)

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14

Stock Analysis Compilation

@StockCompil

1 month

Saltlight Capital on Tencent & Prosus $TCEHY You’ll notice that our thesis does not rely on Chinese macroeconomic conditions. We think a combination of ‘self-healing’ and low valuations should generate a favourable return for us. (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

4 months

Bonhoeffer Partners on Vistry Group $VTY: "These proceeds will be used for share repurchases of a more durable stand-alone partnerships business" (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

2 months

Greenhaven Road Capital on KKR $KKR: "Private equity with permanent capital and mountains of dry powder is one of the most durable businesses I can imagine. KKR can and likely will outlast us all" (Extract from their Q1 letter)

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16

Stock Analysis Compilation

@StockCompil

5 months

Laughing Water Capital on Vistry Group $VTY: "A £1B buyback in context of a market cap that is a bit over £3B would move the needle on its own" (extract from their Q4 letter)

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15

Stock Analysis Compilation

@StockCompil

1 month

Sohra Peak on Kitwave Group PLC $KITW LN we believe Kitwave has a long runway to continue rolling-up smaller food distributors, particularly in the higher-margin and higher ROIC foodservice segment (Extract from their report, link can be found in SAC #38 )

0

15

Stock Analysis Compilation

@StockCompil

4 months

Black Bear Value Partners on Consol Energy $CEIX: "I expect the company to commit a large amount of the free-cash-flow to buying in cheap stock and the per share intrinsic value to grow substantially over the next 3 years" (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

20 days

Clearbridge on Old Dominion Freight Line $ODFL US Transportation has experienced a longer than usual freight recession that could create a constructive macro setup going forward (Extract from their Q1 letter)

0

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13

Stock Analysis Compilation

@StockCompil

5 months

Laughing Water Capital on Hilton Grand Vacations $HGV: "The Company’s stated goal is to repurchase ~$100M shares of stock per quarter, which equates to about 9% of the company per year at current prices" (extract from their Q4 letter, the full commentary can be found on SAC #24 )

0

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Stock Analysis Compilation

@StockCompil

4 months

Bonhoeffer Partners on Northeast Bancorp $NBN: "the resulting return on equity is 20%" & "NBN has a modest P/E of 8.1x 2023 earnings" (Extract from their Q4 letter)

1

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14

Stock Analysis Compilation

@StockCompil

16 days

RGA IA on Sartorius $SRT GY While others in the industry have tried to copy Sartorius’ service-first mentality, none have come close to delivering on it or fostering the kind of relationship that Sartorius has with their customers (Extract from their Q1 letter, link in SAC #42 )

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Stock Analysis Compilation

@StockCompil

5 months

NZS Capital on Trane Technologies $TT: "a leading participant in the HVAC and Transport Refrigeration industries globally" (extract from their Q4 letter)

2

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7

Stock Analysis Compilation

@StockCompil

2 months

Crossroads Capital on Nintendo $NTDOY: "the risk of permanent capital loss over any meaningful period of time is practically nonexistent at Nintendo’s present valuation" (Extract from their Q4 letter, the letter and full analysis are on Stock Analysis Compilation #37 )

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Stock Analysis Compilation

@StockCompil

2 months

White Falcon on Endava $DAVA: "At 11x LTM EV/EBITDA and potentially 8x NTM EV/EBITDA, we believe the risk-reward is favorable for an increased allocation to Endava" (Extract from their Q1 letter)

0

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14

Stock Analysis Compilation

@StockCompil

7 months

Longriver on Evolution AB $EVO: (extract from their Q3 letter)

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Stock Analysis Compilation

@StockCompil

17 days

Orbis on Tencent $700 HK Stripping out the value of its investments, shares in Tencent trade at just 12 times free cash flow—an attractive valuation in our view (Extract from their Q1 letter, link in SAC #42 )

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Stock Analysis Compilation

@StockCompil

4 months

Butler Hall Capital on L'Occitane: "L’Occitane International Group S.A. owns a brand, Sol de Janeiro, that we believe could be worth the Company’s enterprise value" (Extract from their report, the full analysis can be found on Stock Analysis Compilation #26 )

0

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9

Stock Analysis Compilation

@StockCompil

2 months

Alphyn Capital on Kingsway Financial $KFS: "as the company successfully implements its strategy, it stands to gain from being recognized in the market as a proven serial acquirer with compounding cash flows" (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

2 months

Andbank - Azagala on Nekkar $NKR: "Being the leader of an oligopoly allows your income to be predictable (2 years of order book) and to have profit margins greater than 20%" (Extract from their Q1 letter, full letter & analysis in SAC #36 )

0

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Stock Analysis Compilation

@StockCompil

2 months

Greenhaven Road Capital on API Group $APG: "An asset light, profitable, legally mandated business that has consistently grown organically is an excellent business, hence our long position" (Extract from their Q1 letter)

1

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Stock Analysis Compilation

@StockCompil

4 months

Plural Investing on Terravest $TVK: "We believe that Terravest creates value by acquiring businesses for an average of 11x P/E then restructuring to cut that to 7x" (Extract from their report, the full report can be found on Stock Analysis Compilation #26 )

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Stock Analysis Compilation

@StockCompil

17 days

Miller Value Funds on Chord Energy $CHRD US CHRD now possesses a low-cost inventory position, which should support a decade’s worth of production and remain econ+A164:H169omic even if oil prices fall to $60/barrel (Extract from their report, link in SAC #42 )

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Stock Analysis Compilation

@StockCompil

23 days

Loomis Sayles on Adyen $ADYEN NA We believe Adyen remains a high quality company with sustainable competitive advantages and secular growth opportunities that are not reflected in its current share price (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

1 month

Polen Capital on Hong Kong Exchanges & Clearing $388 HK (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

5 months

Giverny Capital on Align Technology $ALGN: "But Align still holds hundreds of US patents and spends more on aligner Research & Development than all of its competitors combined" (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

4 months

Jackson Peak Capital on Burford $BUR: "Ultimately, we view Burford’s valuation today as attractive even if you exclude the Argentina/YPF claim, creating an asymmetric return profile given our assessment of the Argentina situation" (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

4 months

Greenhaven Road on Cellebrite $CLBT: "their products are truly mission-critical, the competitive landscape is limited, the value proposition is high, and there is a pricing umbrella" (Extract from their Q4 report)

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Stock Analysis Compilation

@StockCompil

1 month

Polen Capital on Nvidia $NVDA (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

22 days

Clearbridge on Adobe $ADBE We believe Adobe will deliver a combination of high growth and margin expansion driven by the monetization of AI products (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

2 months

Crossroads Capital on Calumet $CLMT: "we take solace that the odds heavily favor a “worst case” outcome where CLMT more than doubles by year end" (Extract from their Q1 letter, the letter and full analysis are on Stock Analysis Compilation #37 )

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Stock Analysis Compilation

@StockCompil

5 months

Aristotle on Teledyne Technologies $TDY: (extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

3 months

Davis Funds on Fila Holdings: "Fila equity is currently valued at less than zero" (extract from their Q4 report)

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Stock Analysis Compilation

@StockCompil

1 month

Third Point on Vistra $VST US US electricity demand is poised for significant growth for the first time in decades, and Vistra’s fleet of baseload power (both nuclear and natural gas) is uniquely positioned to benefit (Extract from their Q1 letter, link in SAC #40 )

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Stock Analysis Compilation

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25 days

Alta Fox on Humble Group AB $HUMBLE SS (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

1 month

Polen Capital on Airbnb $ABNB US (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

1 month

Greenlight on PENN Entairtainment $PENN current enterprise value is just over $4.3 billion, and based on an 8-12x multiple of free cash flow, we value their land-based casinos between $4.3 billion and $7 billion. (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

19 days

Cooper Investor on AerCap Holdings $AER US AER is a significant beneficiary of these dynamics as it owns an asset base in increasingly short supply (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

4 months

Artisan Partners on Celsius $CELH: "We believe Celsius' product portfolio appeals to a broad demographic, attracting new consumers and more frequent usage occasions in the energy drink category" (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

1 month

Pender Fund on $KSI CN an impressive 138% net revenue retention in 2023, with a large and growing addressable market (Extract from their Q1 letter)

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Stock Analysis Compilation

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4 months

White Brook Capital on Mosaic $MOS: "should battery manufacturers adopt more phosphate in their batteries as Tesla and Ford have begun to do, it could ... ensure Mosaic’s significant cash flows years into the future" (Extract from their Q4 letter)

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Stock Analysis Compilation

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21 days

Brown Capital on Fair Isaac Corp $FICO the company’s dominant and defensible position should enable it to extend its leadership position in the credit scoring and analytics industry, creating sustainable and recurring revenue growth for years (Extract from their Q1 letter)

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Stock Analysis Compilation

@StockCompil

2 months

Laughing Water on PAR Technology $PAR: "I believe that the long-expected sale of PAR’s government business is imminent, which will make PAR a pureplay software story" (Extract from their Q1 letter)

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Stock Analysis Compilation

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14 days

Clearbridge on AppLovin $APP US We believe growth of the company’s targeting engine is still in the early innings as precision continues to improve (Extract from their Q1 letter)

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Stock Analysis Compilation

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4 months

Riverpark on Endava $DAVA: "the demand environment has stabilized and could improve in the future" (Extract from their Q4 letter)

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Stock Analysis Compilation

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1 month

Longriver on Wuliangye $000858 CH (Extract from their presentation, full analysis & link in SAC #39 )

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Stock Analysis Compilation

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15 days

THB AM on Atmus Filtration $ATMU US As an independent entity, the company is better positioned to accelerate its growth through expansion in new market and distribution channels (Extract from their Q1 letter)

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5 months

Oakmark on Kroger $KR: (extract from their Q4 letter)

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4 months

SRK Capital on Heritage Global $HGBL: "The stock selloff following the Q3 earnings report provided us with an attractive opportunity to add to our position at less than 10x expected earnings" (Extract from their Q4 report)

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Stock Analysis Compilation

@StockCompil

5 months

SVN Capital on Kinsale Capital Group $KNSL: (Extract from their Q4 letter, the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #22 )

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Stock Analysis Compilation

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24 days

Tidefall Capital on British American Tobacco $BATS LN Any sustained enforcement success against illegal Chinese vapes would immediately turn a major headwind into a tailwind and potentially re-rate BAT’s PE multiple (Extract from their Q1 letter, link in SAC #41 )

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Stock Analysis Compilation

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5 months

Giverny Capital on Kinsale $KNSL: "Kinsale’s expense ratio is about 21%, far below larger competitors like Markel." (Extract from their Q4 letter)

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Stock Analysis Compilation

@StockCompil

21 days

Clearbridge on Ferrari $RACE benefits from a deliberate mix shift of its model lineup, replacing entry level models with more expensive ones over time, and should see long-term margin expansion as it shifts to more EV models with lower capital exp (Extract from their Q1 letter)

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Stock Analysis Compilation

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1 month

Pender Fund on Clarivate $CLVT It is rare to find such a high-quality business, with higher barriers to entry due to the uniqueness of the content and the costs necessary to replicate these assets, available at such a heavily discounted valuation (Extract from their Q1 letter)

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Stock Analysis Compilation

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5 months

Pernas Research on Dr Martens $DOCS: (extract from their weekly report)

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Stock Analysis Compilation

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4 months

Kathmandu Capital on Nagacorp $3918: "we remain convinced that Nagacorp's strong economic moat and compelling valuation constitute an attractive risk/reward opportunity" (Extract from their Q4 letter)

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