!! ๐จ๐ฃ๐๐๐ง๐ !!
We opened a dialogue to discuss strategy, governance, and long-term value. The companyโs response was limited, transparency remains a priority. The full correspondence is now available for shareholders to review.
Full correspondence:https://t.co/kuyyYURYNU
!! ๐จ๐ฃ๐๐๐ง๐ !!
We opened a dialogue to discuss strategy, governance, and long-term value. The companyโs response was limited, transparency remains a priority. The full correspondence is now available for shareholders to review.
Full correspondence:https://t.co/kuyyYURYNU
๐ช๐ ๐๐ฅ๐ ๐๐ข๐ก๐ ๐ข๐ก ๐ ๐๐ฅ๐๐ก๐๐ ๐ฉ๐๐๐๐๐ (i๐๐ฉ.๐๐ )
The market sees a sunset tour operator founded in 1931. We see unique opportunity trading at a โฌ55M enterprise value.
FULL REPORT AVAILABLE: https://t.co/Qm72iGrnM6
#Investing#Stocks#ValueInvesting
WE ARE LONG ON $FILA
โฌ40โ50M per year in free cash flow. Valued at <2x EBITDA.
A Mispriced Cash Machine.
FULL REPORT AVAILABLE: https://t.co/TqhjCkjSGD
#Investing#Stocks#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.
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 wonโt stay open forever.
(24/x)