Hoop Club

Activist Investors. Expressing our view. Not investment advice.

[Hoop Club @_HoopClub]

!! 𝗨𝗣𝗗𝗔𝗧𝗘 !!
We opened a dialogue to discuss strategy, governance, and long-term value. The company’s response was limited, transparency remains a priority. The full correspondence is now available for shareholders to review.
Full correspondence:https://t.co/kuyyYURYNU

[Hoop Club @_HoopClub]

!! 𝗨𝗣𝗗𝗔𝗧𝗘 !!
We opened a dialogue to discuss strategy, governance, and long-term value. The company’s response was limited, transparency remains a priority. The full correspondence is now available for shareholders to review.
Full correspondence:https://t.co/kuyyYURYNU

[Hoop Club @_HoopClub]

𝗪𝗘 𝗔𝗥𝗘 𝗟𝗢𝗡𝗚 𝗢𝗡 𝗜 𝗚𝗥𝗔𝗡𝗗𝗜 𝗩𝗜𝗔𝗚𝗚𝗜 (i𝗚𝗩.𝗜𝗠)
The market sees a sunset tour operator founded in 1931. We see unique opportunity trading at a €55M enterprise value.

FULL REPORT AVAILABLE: https://t.co/Qm72iGrnM6

#Investing #Stocks #ValueInvesting

[Hoop Club @_HoopClub]

@bancaakros !! 𝗨𝗣𝗗𝗔𝗧𝗘 !!

On June 30, three members of the Board of Statutory Auditors resigned.

All on the same day. No replacements. No clear explanation.

The pressure is showing.

#ActivistInvesting #SmallCapWatch #ItalianMarkets #ShareholderRights

(27/x)

[Hoop Club @_HoopClub]

@bill_fw Definitely

[Hoop Club @_HoopClub]

@LeverageLani @ToffCap @StockCompil @dsmoak98 @evfcfaddict @fil_pasini Timing's the mistery, convinction's the key.

[Hoop Club @_HoopClub]

WE ARE LONG ON $FILA
€40–50M per year in free cash flow. Valued at <2x EBITDA.
A Mispriced Cash Machine.

FULL REPORT AVAILABLE: https://t.co/TqhjCkjSGD

#Investing #Stocks #HoopClub

[Hoop Club @_HoopClub]

@FelixSchreibe13 @ToffCap @StockCompil @dsmoak98 @evfcfaddict @fil_pasini Value stocks still exist.

[Hoop Club @_HoopClub]

@dunbelievable @ToffCap @StockCompil @dsmoak98 @evfcfaddict @fil_pasini

[Hoop Club @_HoopClub]

@matheussilvae @ToffCap @StockCompil @dsmoak98 @evfcfaddict @fil_pasini Open to chat if you've got any doubt.

[Hoop Club @_HoopClub]

@QuantStrategist FILA sold for liquidity. DOMS stays core. Raising stake makes sense, but depends on strategy ahead.

[Hoop Club @_HoopClub]

@Franfra51045228 Balance sheet first, optionality later. They’re not buying more NOW but the door stays open.

[Hoop Club @_HoopClub]

@Franfra51045228 FILA sold its shares to unlock cash, not to exit. We believe DOMS remains a strategic asset: core manufacturing hub, exclusive distributor, board presence. As of today, increasing the stake would be rational capital allocation but it all depends on where the strategy leads next.

[Hoop Club @_HoopClub]

Read our full Position Paper to dive into data, strategy, and upside.
FULL REPORT AVAILABLE: https://t.co/TqhjCkjSGD
(25/x)

[Hoop Club @_HoopClub]

The company starts to deleverage. Governance cleaned up. $DOMS is public. The market just missed it. The opportunity is hiding in plain sight. And the window won’t stay open forever.
(24/x)