Tomorrow afternoon, I will be releasing my largest and highest conviction position on Substack. Have done 6 months+ of work and after much deliberation, finally developed enough conviction to put pen to paper and share with the public
Am keen to share asap, but having a quick management call tomorrow to tie up any final loose ends. Always good practice, though I generally try not to bother management too much in any of my investments. They have a business to run!
I like this one because not only is it fundamental deep-value, there is a sexy event-driven angle plus a curious case of reflexivity at work - i.e. the higher the price that the market assigns on the shares, the better the eventual outcome, which I think is not too far away
And would like to use this opportunity to shamelessly ask people to consider signing up to my Substack - no paywall anywhere, and I'm very open to criticisms to my ideas/thesis. And I promise no spam! Be the first to receive all ideas directly in your inbox
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