1 Jahr Szew SubstackHBM Healthcare – HBMN.SW
Pitch Summary: HBM Healthcare was part of the investment company pillar, reducing its NAV discount. The stock was sold after realizing gains. BSD Analysis: HBM Healthcare was included in the investment company pillar to capitalize on reducing the NAV discount. The company successfully narrowed the discount, leading to a profitable exit. The position was sold […]
ToffCap’s Monday Monitor #69Urbana Corporation – URB.TO
Pitch Summary: Urbana Corporation has announced an additional 10% buyback, continuing its strategy of repurchasing shares at a significant discount to NAV. This move is likely aimed at enhancing shareholder value and capitalizing on the current undervaluation. BSD Analysis: Urbana’s decision to execute another 10% buyback reflects its ongoing commitment to shareholder value enhancement through […]