Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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Thematic (Sector/Industry)

<ul><li>Piaggio likely needs no introduction, as it is the company behind the iconic Vespa scooter.</li><li>In addition to Vespa, Piaggio owns the motorcycle brands Aprilia and Moto Guzzi, though approximately 50% of its revenue comes from scooter sales.</li><li>The strength of Piaggio's brands is reflected in its exceptional Return on Invested Capital (ROIC) of over 30%.</li></ul>

Piaggio likely needs no introduction, as it is the company behind the iconic Vespa scooter.In addition to Vespa, Piaggio owns the motorcycle brands Aprilia and Moto Guzzi, though approximately 50% of its revenue comes from scooter sales.The strength of Piaggio's brands is reflected in its exceptional Return on Invested Capital (ROIC) of over 30%.

A Value Investing Journal, Acid Investments

Acid Investments

A Value Investing Journal

I love stonks and I love rambling. Sometimes, I feel it unfair to subject those around me with the inundation of my thoughts, so I tweet and I spill ink on here. Jokes aside, I love investing and edgy ideas; I hope to become a better investor and this is my journal to that end. I will be sharing value/special situations I come across organically or through other blogs/13F and I hope to provide a variant analytical view to said situations. I hope to receive constructive feedback and let’s grab some of dem benjamins together!

Equity Bottom-Up

Target Hospitality Corp / Equity Bottom-Up

<ul><li>This is a quick idea possibly worth a punt from here - a hairball of sorts at this point but asymmetric to the upside.</li><li>One thing that happens in special sits land is that yeah sometimes turd hits the fan - maybe a takeover falls through, a merger breaks etc.there will rampant selling, the stock chart will look like a cliff-off and a bloodbath ensues for a short period of time.</li><li>Different investors operate with different mandates and sometimes for a certain kind, it’s just plain discipline - if you are there for the takeout and the takeout falls through, then the thesis is broken and you exit.</li></ul>

This is a quick idea possibly worth a punt from here - a hairball of sorts at this point but asymmetric to the upside.One thing that happens in special sits land is that yeah sometimes turd hits the fan - maybe a takeover falls through, a merger breaks etc.there will rampant selling, the stock chart will look like a cliff-off and a bloodbath ensues for a short period of time.Different investors operate with different mandates and sometimes for a certain kind, it’s just plain discipline - if you are there for the takeout and the takeout falls through, then the thesis is broken and you exit.

Sifting the Debris with Target Hospitality (TH)

United States

Target Hospitality Corp. is a specialty rental and hospitality services company. The Company focuses on building, owning, and operating housing communities across energy and government end markets. Target Hospitality provides cost-effective and customized accommodations, culinary services, and hospitality solutions.

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Target Hospitality Corp (TH US)

Monday Delight: 31/03/25

Piaggio likely needs no introduction, as it is the company behind the iconic Vespa scooter. In addition to Vespa, Piaggio owns the motorcycle...

Contrarian Cashflows

Sifting the Debris with Target Hospitality (TH)

One thing that happens in special sits land is that yeah sometimes turd hits the fan - maybe a takeover falls through, a merger breaks etc.there...

Acid Investments

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