Independent Research, Food Delivery Space, Newmoon Capital

Newmoon Capital

Independent Research, Food Delivery Space

We look for owner-operators in what we believe are either highly defensible assets or soon to be highly defensible assets, trading at a fraction of their future potential.

Equity Bottom-Up

<p>Typically, I invest in businesses with a 5 years horizon, but sometimes I’d like to allocate a small part of my portfolio for what I call “special situations”. These are ideas that I think have potential for high returns short- term. To be very frank, this is a way to simply scratch my itch by researching something completely new to expand my circle of competence, and at the same time have the potential to be rewarded quickly, yet keeping the rest of my portfolio intact. Anyway, I think GRSV seems like a great potential target. (h/t @contralculator for bringing my attention to this). As with my other ideas, all feedback is appreciated, especially if you have some opinions and ideas on areas do let me know where I might have overlooked!</p>

Typically, I invest in businesses with a 5 years horizon, but sometimes I’d like to allocate a small part of my portfolio for what I call “special situations”. These are ideas that I think have potential for high returns short- term. To be very frank, this is a way to simply scratch my itch by researching something completely new to expand my circle of competence, and at the same time have the potential to be rewarded quickly, yet keeping the rest of my portfolio intact. Anyway, I think GRSV seems like a great potential target. (h/t @contralculator for bringing my attention to this). As with my other ideas, all feedback is appreciated, especially if you have some opinions and ideas on areas do let me know where I might have overlooked!

[Special situation] Gores Holdings V warrants

Luxembourg

Ardagh Metal Packaging SA is a global supplier of recyclable beverage cans. The Company supplies beverage cans to CSD, beer, sparkling water, energy and other brands in Europe, the United States and Brazil.

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Ardagh Metal Packaging (AMBP US)

[Special situation] Gores Holdings V warrants

Typically, I invest in businesses with a 5 years horizon, but sometimes I’d like to allocate a small part of my portfolio for what I call “special...

Newmoon Capital

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