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Prashant Patel • 1 card
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Packy McCormick and • 5 cards
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sari • 37 cards
Investment memo
Darren LI and • 19 cards
One of the best opportunities IMO is buying companies with incredible distribution + NPS then increasing ACVs by adding high attach rate products/services
Its easy to diligence/test ahead of finalizing an acquisition, but no great capital source.
Too risky for PE
Too much contr... See more
Jason Shumanx.com
Brazil Special Situation trade #2
Today we added the second stock to our TCD Single Stocks portfolio (long-only): Braskem S.A. $BAK with 300 shares at $7.60.
Company Profile:
Braskem is the largest producer of plastics in the Americas with industrial units located in Brazil (he... See more