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Vistry Group (VTY.L) - A Classic Troubled Value Investment
Temporary cost problems, misinterpreted by the market as a fundamental issue, have left this high-quality growth company at less than 8x underlying…
Nov 13
•
Matt Newell
36
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Vistry Group (VTY.L) - A Classic Troubled Value Investment
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October 2024
Temper your indexing expectations.
No, an 8% long-term (real) return on the S&P is not realistic.
Oct 5
•
Matt Newell
12
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Temper your indexing expectations.
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September 2024
Deconstructing Culper's Short Report on Kaspi.kz
30 pages of exaggerations, strenuous links and false allegations, demonstrating a severe misunderstanding of Russian sanctions - with a couple of valid…
Sep 29
•
Matt Newell
7
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Deconstructing Culper's Short Report on Kaspi.kz
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3
June 2024
Fighting System 1
The human mind is not built for investing. We are far too prone to biases and a good story, and annoyingly good at convincing ourselves we're thinking…
Jun 20
•
Matt Newell
5
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Fighting System 1
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1
Q1 Update + Launch of the VGV Portfolio
Updates on Kaspi, Airtel Africa and HIFS after Q1 earnings - plus the official launch of the Very Good Value portfolio, and some thoughts on a unique…
Jun 19
•
Matt Newell
4
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Q1 Update + Launch of the VGV Portfolio
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3
April 2024
Kaspi.kz (KSPI:NASDAQ) - the Definition of High Risk, High Reward
There is not another business in the world like Kaspi.kz. A 59% net income margin, 50% YOY growth, and one of the strongest moats in the world - all for…
Apr 2
•
Matt Newell
8
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Kaspi.kz (KSPI:NASDAQ) - the Definition of High Risk, High Reward
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March 2024
Airtel Africa (AAF:LSE) Deep Dive - A Striking Opportunity from Sub-Saharan Africa
Currency troubles in Nigeria have pummelled AAF's earnings and raised questions about future prospects - but few companies remain better set to benefit…
Mar 9
•
Matt Newell
5
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Airtel Africa (AAF:LSE) Deep Dive - A Striking Opportunity from Sub-Saharan Africa
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February 2024
A Semi-Critical Look at Hingham Institution for Savings (HIFS)
One of the best run banks in the US looks very cheap right now, by historical earnings and P/B ratios. Is it really?
Feb 2
•
Matt Newell
7
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A Semi-Critical Look at Hingham Institution for Savings (HIFS)
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