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Acid Investments
A Value Investing Journal
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Acid Investments
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Location:
Singapore
Joined:
12 March 2024
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bullish
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Five Below
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29 Jul 2024 07:30
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Syndicated
Finding a bargain in Five Below (FIVE)
Five Below is a value-based specialty retailer selling trendy items catered for children and teenagers; think Dollar General but larger stores,...
Acid Investments
165 Views
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bullish
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Farmer Bros Co
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09 Jul 2024 06:31
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Syndicated
Awakening a Sleepy Stock (FARM)
“Life is like a cup of coffee, it is best made with love…” I’ve loosely followed Farmer Bros (FARM) for quite some time but a series of events...
Acid Investments
167 Views
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bullish
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Target Hospitality Corp
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13 Jun 2024 06:47
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Syndicated
Sifting the Debris with Target Hospitality (TH)
One thing that happens in special sits land is that yeah sometimes turd hits the fan - maybe a takeover falls through, a merger breaks etc.there...
Acid Investments
130 Views
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bullish
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Thematic (Sector/Industry)
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07 Jun 2024 18:54
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Syndicated
A trading framework: Calling the recoil
Regular readers of this blog may know that I love tinkering with setups. Recent profitable ideas of late have come from identifying mispriced...
Acid Investments
476 Views
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bullish
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IMAX China Holding
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09 May 2024 06:24
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Syndicated
Flagging a potentially interesting situation: IMAX China (HKG: 1970)
Whilst IMAX Corp, the parent company, trades at ~8x EBITDA, the “backwater” subsidiary IMAX HK, trades at a mere ~5x EBITDA, despite margins being...
Acid Investments
700 Views
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