Breydis Paredes

Seeking neglected ownership claims trading below economic reality.

[Breydis Paredes @BreydisParedes]

A 20+ Year Women’s Care Operator Trading At ~6% Of Net Cash:

Net cash= $15M
EV= -$14M
Book Value= $23M
Mkt Cap= $1M
Shares outstanding= ~ 1M
Insiders own= 42.19% *
*Note: Currently buying

[Breydis Paredes @BreydisParedes]

@leevalueroach The choice of words always matters. Calling her temporary headwind rather than impairment might even save the marriage. And thanks God, you never mentioned that there are still overlooked inefficiencies in the market that you could capitalize on.

[Breydis Paredes @BreydisParedes]

Disclaimer:
This content is for informational and entertainment purposes only. Nothing herein constitutes financial, investment, legal, or tax advice, nor should it be construed as a recommendation to buy, sell, or hold any securities or assets.

[Breydis Paredes @BreydisParedes]

14-year mechanical splicing services company trading at 45% net cash and 2.76 P/E normalized.

A very high net profit margin of 38% for a construction-related service company,

The company generates profit from shareholder equity at 18.8% annual average over the past 5 years.

[Breydis Paredes @BreydisParedes]

Recognizing the weakness in private residential construction, the Group has continued to focus on securing contracts in the public infrastructure sector, which is supported by the Hong Kong Government's large-scale spending commitments (like the Northern Metropolis).

[Breydis Paredes @BreydisParedes]

@leevalueroach $PFHO -> 56 years healthcare-services company trading below net cash.

Enjoy it ♧

[Breydis Paredes @BreydisParedes]

Outcomes are generated by principles, not appearances. To obtain the results of success, operate from the causes that produce success rather than imitating its visible effects.

[Breydis Paredes @BreydisParedes]

Success emerges from aligning with the underlying principles that generate successful outcomes. To consistently create what successful people create, one must embody the qualities, beliefs, and disciplines from which their actions arise.