A 3-In-1 Quick Sit Idea - Takeover Target, Activist Situation & Energy/Materials Play All In One Name
Updates on previously published ideas in the commodities and industrials/real estate-related spaces.
A leading serial acquirer & "Buffett" stock down ~40%, now a watchlist quality-value situation
Latest thoughts on DOLE following sale of Fresh Vegetables division
Learning from a bargain situation I passed on in 2022
Changes to the newsletter for 2023.
End of Year Review & Thoughts for 2023
A strategically valuable, global fertiliser business trading at a ~34% FCF Yield and a ~57% discount to replacement value, offering 120% upside.
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Value Situations