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McBride: Profitability Accelerating in the Short Term (and Long Term)
A leading shareholder is guiding the company into significantly improved fundamentals.
Apr 2, 2024
•
Fernando Vallarino
6
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McBride: Profitability Accelerating in the Short Term (and Long Term)
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March 2024
Two New Ideas: LifeVantage and Summit Midstream
$LFVN is a recovering MLM company with a new valuable character on the board. $SMLP is an MLP which is up to value realization.
Mar 22, 2024
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Fernando Vallarino
3
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Two New Ideas: LifeVantage and Summit Midstream
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February 2024
A Reminiscences of Host Marriott: Net Lease Office Properties $NLOP
Another short memo on a compelling opportunity.
Feb 21, 2024
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Fernando Vallarino
9
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A Reminiscences of Host Marriott: Net Lease Office Properties $NLOP
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Updates: 08-Feb-2024. $EML.AX $ORR.AX
EML Payments and a new name.
Feb 8, 2024
•
Fernando Vallarino
2
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Updates: 08-Feb-2024. $EML.AX $ORR.AX
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January 2024
The Arbitration Basket
$MON.V $IDA.AX v. Tanzania. $GDRZF v. Venezuela.
Jan 30, 2024
•
Fernando Vallarino
5
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The Arbitration Basket
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A Short Memo on Avation Plc. (LSE:AVAP)
A small aircraft lessor mistakenly valued as a going concern.
Jan 25, 2024
•
Fernando Vallarino
5
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A Short Memo on Avation Plc. (LSE:AVAP)
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December 2023
Some Thoughts Amidst Recent Price Delta ($DLA)
There should be big news soon.
Dec 15, 2023
•
Fernando Vallarino
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Some Thoughts Amidst Recent Price Delta ($DLA)
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October 2022
Big Bet: Calumet Specialty Products Partners, L.P ($CLMT)
CLMT is a levered MLP that is emerging from its convoluted capital structure through the monetization of their new fully transition quality renewable…
Oct 29, 2022
•
Fernando Vallarino
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Big Bet: Calumet Specialty Products Partners, L.P ($CLMT)
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April 2022
Midway Limited: an Illiquid Asset-backed Play
Midway is a quick and straightforward idea with substantial downside protection backed by hard assets.
Apr 12, 2022
•
Fernando Vallarino
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Midway Limited: an Illiquid Asset-backed Play
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March 2022
Golar LNG: a Boring Sum of the Parts Story?
Business Overview
Mar 8, 2022
•
Fernando Vallarino
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Golar LNG: a Boring Sum of the Parts Story?
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November 2021
Betterware: Free High Growth Potential with Limited Downside
Summary:
Nov 7, 2021
•
Fernando Vallarino
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Betterware: Free High Growth Potential with Limited Downside
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