Sharing In Depth Investment Ideas, Zippy Capital

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Sharing In Depth Investment Ideas

Equity Bottom-Up

Alight, Inc. provides human capital solutions. The Company specializes in assisting clients navigate the complexity of health, wealth, and human resource. Alight serves customers worldwide.

<ul><li>Alight (NYSE: ALIT, $4.5b market cap) is a well-established company providing health, wealth, payroll administration, and human capital management cloud advisory services to most of the leading companies in the United States.</li><li>The company exhibits many qualities that make it an attractive long-term investment: this is an extremely sticky business with 97% revenue retention, high levels of recurring revenues, a market-leading position, and a blue-chip customer base.</li><li>Management also has many levers to accelerate growth further and improve profitability.</li></ul>

Alight (NYSE: ALIT, $4.5b market cap) is a well-established company providing health, wealth, payroll administration, and human capital management cloud advisory services to most of the leading companies in the United States.The company exhibits many qualities that make it an attractive long-term investment: this is an extremely sticky business with 97% revenue retention, high levels of recurring revenues, a market-leading position, and a blue-chip customer base.Management also has many levers to accelerate growth further and improve profitability.

Alight: A Highly Durable Business With Long-Term Potential

Delta Apparel, Inc. designs, markets, and manufactures branded and private label active and head wear apparel. The Company's products are sold to boutiques, department stores, outdoor and sporting goods retailers, college bookstores, screen printers, and the US military.

<ul>
<li>Delta Apparel (NYSE American: DLA) is a vertically integrated apparel company that designs, manufactures, sources, and markets activewear and lifestyle apparel products.</li>
<li>Despite trading at a fraction of market multiples, I see over 100% upside in the stock given its competitive advantages in digital garment printing, unique vertical integration, and healthy growth prospects for two key business segments.</li>
<li>While its stock trades at a fraction of market multiples, DLA is well-positioned to sustain double-digit earnings and FCF growth rates for the next 5 years</li>
</ul>


Delta Apparel (NYSE American: DLA) is a vertically integrated apparel company that designs, manufactures, sources, and markets activewear and lifestyle apparel products.
Despite trading at a fraction of market multiples, I see over 100% upside in the stock given its competitive advantages in digital garment printing, unique vertical integration, and healthy growth prospects for two key business segments.
While its stock trades at a fraction of market multiples, DLA is well-positioned to sustain double-digit earnings and FCF growth rates for the next 5 years


Delta Apparel: Growth At An Unreasonably Cheap Price

Zippy Capital
Sharing In Depth Investment Ideas
• Zippy Capital

Alight: A Highly Durable Business With Long-Term Potential

Alight (NYSE: ALIT, $4.5b market cap) is a well-established company providing health, wealth, payroll administration, and human capital management...

Zippy Capital

Delta Apparel: Growth At An Unreasonably Cheap Price

Delta Apparel (NYSE American: DLA) is a vertically integrated apparel company that designs, manufactures, sources, and markets activewear and...

Zippy Capital