Tips / Contact
Do you want a second opinion or just want to give some visibility to a cherished idea? This might be the place and these are some of the ideas we tend to like:
- Turnarounds that are turning
- Cyclicals with downside protection
- Forced selling of good businesses
- Special situations
We want real fat pitches, situations that have real upside potential with downside protection in the Munger, Lynch, Pabrai, Tepper, tradition. Guard up, chin down, looking for a chance to connect the killer combination… and always protect yourself
Just reply to this post below. Ideas submitted have to include a thesis. It does not have to be long, one line per each item suffices but it has to include:
- The idea
- Edge: why do you think it is mispriced?
- Catalyst: how are we going to profit from the mispricing?
- Downside protection: how bad things can go?
- Upside: 2x, 3x, 5x, 10x? how many years?
To follow the discussion you can subscribe to the comments RSS. To contact me send an email to variant dot perceptions at gmail dot com