Valuation Deep-Dive (GSF): 60% Upside Opportunity
Battery storage portfolio trading at £442k/MW, a massive discount vs recent transaction at £860k/MW for a similar platform
Foreign Stock Research
With 6+ years of private equity and 5+ years of public equities experience, I have built a personal portfolio that has generated over 20% return per year and continues to do so regardless of the economic tide. I want to share those ideas with others.
Dormant Last read · last published · next check
Read 18 hours ago and current, but nothing has been published for 13 months.
Latest posts
Another Green Energy Investment with 12% Dividend Yield + Upside Potential
Invest in renewables while generating above-market returns
Supreme – A Growing Consumer Platform at 5.3x EV/EBITDA
Full Investment Thesis: You Don't Want To Miss this!
Investing in the Future of Energy - For a Large Profit
Fast-growing energy storage platform trading at a 40% discount to NAV
+5.5% Return Arbitrage in 2 Months - Takeover Play Still On!
Merger arbitrage play yielding +5.5% in 2 months since original post while markets tumble, and counting! Reading time: 7 minutes
UK Micro-Cap Gem: Doubled EBITDA in 3y, Still Trading Below 5x?
Short-read: 6 minutes
Kenmare Resources (LSE: KMR): Merger Arbitrage Opportunity with Underlying Value as Downside Protection
Value small cap with ~3x EV/EBITDA and 30-50% return potential in merger arbitrage. Reading time: 11 minutes