Buyside Digest
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✉️ Quarterly investor letters | 💹 Stock pitches by investment funds | 📺 Media appearances of prominent investors | 📘 Collection of investment classics
United States
Joined December 2023
Happy Monday! . Every week, dozens of Q2 letters are being uploaded to our website. Just search the name of the fund here: . Or check out the substack below.
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@Whit_Huguley This company is only for those investors with a long-term mindset who favor a long duration of above normal returns on capital versus chasing extreme returns on capital that often phase out quickly. Read the Investor Letter Here
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@Whit_Huguley If their catalog growth trend stays on pace, the $100m revenue business goal in the near term still seems achievable, which (given the asset light nature of the ‘drop-ship’business) would generate $6-$7m+ of free cash flow to equity –10-12% free cash flow yield (~8-10 P/E ratio).
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Today's Elevator Pitch is Innovative Food Holdings . $IVFH by River Oaks Capital @Whit_Huguley . M/cap: $41m .forward P/E: - . Bill and his team then laid out a three-phase plan that revolved around these core competencies - Stabilize; Build a Foundation for Growth; Grow and
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@davidhpolansky And third, it has easily achievable organic growth. MAMA’s primary distribution strategy is improving items per customer. Read the Investor Letter Here
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@davidhpolansky Second, the company has a pristine balance sheet and strong cash generation. MAMA is a rare commodity amongst microcap food manufacturers in this respect, with $12 million in cash on the balance sheet, consistent $10+ million in annual cash generation, and effectively zero.
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Pitch of the Day: Mama’s Creations . $MAMA by Immersion Investment Partners @davidhpolansky . M/cap: $319m .forward P/E: x45.5 . Mama’s Creations is an easy business to understand. It sells pre-prepared foods to most major grocery and club chains (Walmart, Whole Foods, Publix,
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@dsmoak98 The market cap today is around $80m USD and they have $85m in net cash, so there's not much good news baked in. While I don’t expect much in terms of proceeds from the DG Americas liquidation, they have received $8.4m so far. While I truly think the bulk of bad news is behind.
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Elevator Pitch for today: IG Design Group plc . $IGR.LN by Smoak Capital Management @dsmoak98 . M/cap: £57.2m .forward P/E: x23.3 . IG Design’s core business, “DG International,” has hummed along just fine throughout this entire debacle. During FY25, the DG International segment
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The deal also advances Capital One’s efforts to attract high-spend, premium-tier customers. This combination enables more personalized offers, deeper customer engagement and targeted cross-selling across lending and deposit products, reinforcing a cycle of data-driven growth.
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Today's Elevator Pitch is Capital One Financial Corp . $COF by Aristotle/Saul Global Equity Fund . M/cap: $141b .forward P/E: x12.7 . In 2025, Capital One completed its acquisition of Discover, becoming one of the only major U.S. banks to own and operate a credit-card network.
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Media Appearances:.1. Seth Klarman.2. Harris Kupperman @hkuppy.3. Ken Griffin @leddalhlwee . Subscribe to the letter for free at
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Elevator Pitches: .1. $MAMA by Immersion Investment @davidhpolansky .2. $IGR.LN by Smoak Capital @dsmoak98 .3. $COF by Aristotle/Saul Global Equity Fund
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Our weekly newsletter is out! . Read it here: . Subscribe here: . This week, we highlighted the letters by: .1. Eagle Capital Management.2. Titan Wealth.3. Gator Capital Management @gatorcapital
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@BaronCapital Loar benefits from strong pricing power due to the critical nature of its components, the absence of substitute products (owing to high proprietary content), and high barriers to entry. These factors should enable Loar to achieve approximately 10% organic revenue growth and 15%.
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