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Deep Dives
$380mm for $300mm in cash, $2.8bn in NOLs, a catalyst that happened yesterday
US listed
Feb 26
•
Chris Waller
10
Deep Dive: Macfarlane (MACF.L)
Macfarlane trades for 9.7x FCF, generates 25% a post-tax ROTC, has sustainable competitive advantages, almost no debt, and is run by an honest and…
Jul 30, 2024
•
Chris Waller
5
Deep Dive: Kyndryl (KD)
Sold down spinoff trading on 5x future FCF
Mar 21, 2023
•
Chris Waller
10
Deep Dive: Jet2 (JET2.L)
5x earnings power for double digit growth, net cash, industry leading share and management
Nov 23, 2022
•
Chris Waller
9
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