A short thesis for Dunkin Brands
A very interesting article on US fast food franchises and what Chick- fil-A does differently
The UK Value Investor with a “post mortem” of his Aggreko position
ZephyrDatabase with the next installment of its All Belgian Share project
The 2019 annual report of the TGV Truffle fund
Some interesting technical observations on Tesla’s short interest
Now this imakes an interesting pair: Paul Singer’s Elliott goes activist on Masa Son’s Softbank
I love the report of TGV Truffle
[Comment slightly edited by the owner of this website as he doesn’t tolerate bad mouthing of others]
[Comment slightly edited] Thank you for editing my comments.
Ne too, very nice investor letter with useful insights!
Eagerly looking fwd to the Investor letter of TGV Cipolla.
The best edited comment ever.. LOL
The UKVIs post mortem on Aggreko teaches a lot about how to Analyse your investment cases with the rear-view.
(Some years ago I wanted to do a valuation of Aggreko, but never did…)
Regarding Elliots investment in Softbank Group:
I like the development very much, because it increases the likelihood that the Valuation discount to its NAV (Net asset value) will decrease in the future. For my conservative calculation of Softbank Groups NAV pls see my last post on Softbank: