The Wolf of Harcourt Street AGX
Bull thesis on Argan Inc. from The Wolf of Harcourt Street
lululemon athletica inc.
Pitch Summary: Lululemon Athletica Inc. presents a compelling turnaround opportunity despite recent macroeconomic pressures. The company’s stock has become more attractive due to its strong foundation, zero debt, and potential leadership changes. Despite a decline in free cash flow and challenges from tariffs, Lululemon remains financially robust with significant cash reserves and no debt. The […]
Third Avenue Value Fund 7433.T
Bull thesis on Paltac Ltd. from Third Avenue Value Fund
Palm Valley Capital Management RGP
Bull thesis on Resources Connection from Palm Valley Capital Management
Smallvalue SL.MI
Bull thesis on Sanlorenzo S.p.A. from Smallvalue
Smallvalue SL.MI
Bull thesis on Sanlorenzo S.p.A. from Smallvalue
