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Ash is running a marathon for Ukraine gofund.me/9f66d1a2
$lcap predicts >$10bn of revenue in 3 years from a standing start. It took $GOOG 8!
I was sad to learn today that my friend & @8VC partner lost his uncle to COVID-19 in India. The pandemic is getting worse there, and they need more vaccines. In honor of his family, I will donate $50 for every re-tweet, up to $125,000 USD, to help with efforts in India. (1/2)
$TEP.LN S-T coiled spring as lockdowns end and Partners can get back to selling, energy tariff now competitive with challengers. L-T potential to develop multiple £10m profit pools (insurance, boiler installation, home services). 18x EBIT which can 2x in 5 yrs, 5% DY.
$ADE Diversified marketplace business with strong competitive positions across geographies/verticals and long growth runway. Trades at ~25x FCF on our 2023 numbers.
$PRX.NA Discount to NAV peaked at ~40% in March 2020 but has crept back up to 35% this year. We view Prosus as a relatively attractive way into Tencent given basically single-asset status and ongoing repurchases.
$PLUS.LN Market is likely spooked by trading income losses but these inevitably (?) net to 0 and the stock seems compelling at ~7x cross-cycle earnings given the cash generation, cost structure and customer acquisition capability.
$MPH Health Care (93M1 GY) trades at a >50% discount to NAV. NAV is primarily $M12 which is itself very undervalued. We see >100% upside to a conservative fair value.
$TKWY ~8x EV/GP vs ~50x for $DHER / $DASH. Is @jitsegroen going to die on the hill of the marketplace model? We believe not and that his L-T strategy is the correct one.
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