Special Reports

GCI Liberty (GLIBA): Spinoff, Dominant Telecom, John Malone | Special Report

Deep Dive on GCI Liberty: John Malone's next Liberty Media, business model, Starlink risk, and valuation as an advantaged acquirer

Oct 28 •

Seaport Entertainment (SEG): Pier 17, Tin Building & Valuation | Special Report

SEG stock trades at a $330mm market cap despite $162mm in net cash and $850mm of properties. This deep dive updates on valuation, business model, and…

Sep 16 •

Judges Scientific (JDG.L): Quality Serial Acquirer | Special Report

Serial acquirer with 25% p.a. returns for 20 years

Jul 9 •

XPEL: Growth Runway, Cycle & Valuation | Special Report

Deep Dive on XPEL: A great company going through a blip

Mar 27 •

Seaport Entertainment (SEG): Pier 17, Tin Building & 250 Water St | Special Report

SEG is a spin-off that owns real estate in the heart of Manhattan

Nov 21, 2024 •

Watches of Switzerland (WOSG.L): Rolex, Secondary Market | Special Report

WOSG is a retailer and partner to Rolex trading at 10x FCF with double-digit growth

Aug 20, 2024 •

TerraVest Industries (TVK.TO): Serial Acquirer | Special Report

Deep dive on TVK's business model, valuation, and management with excellent track record and stock ownership

Jan 24, 2024 •

Naked Wines (WINE): Concerns & Competition | Special Report

Deep Dive on WINE's business model, competitive risks, and valuation. (WINE.L)

Jun 6, 2022 •

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