Selected Reads

Smartkarma

Equity Bottom-Up

<p><em>Jeremy Raper, Founder of Raper Capital, is back on Yet Another Value Podcast to share his latest idea: Alto Ingredients, Inc. (NASDAQ: ALTO), a leading producer and distributor of specialty alcohols and essential ingredients. On June 29, 2023, Jeremy published "An Open Letter to the Board of Alto Ingredients, Inc." on his website (link below), where he outlines strategic alternatives for the company. For more information about Jeremy Raper and Raper Capital, please visit:</em>…</p>

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<p><em>Jeremy Raper returns to the podcast to discuss his recent semi-activism at FAR Ltd. FAR recently received a bid that Jeremy thinks dramatically undervalues the company, so Jeremy is pressuring the company to cut costs and aggressively return capital to shareholders.My tweet thread on FAR: https://twitter.com/AndrewRangeley/status/1496863885122539520?s=20&amp;t=UK4pHbZdyRecEFP_I46_UQChapters0:00 Intro1:50 FAR overview7:20 Recapping the valuation case13:10 Acquirer optionality at FAR16:45 FAR's</em>…</p>

Australia

FAR Limited explores for oil in Kenya, Senegal, the AGC, Guinea-Bissau, Jamaica and Australia.

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