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Hi Partner 👋
It’s time to add an amazing company to Our Portfolio today.
Investors can expect a return well above 15% according to my calculations.
📈 Grows by >15% per year
🏆 One of the strongest management teams in history
💰 Trades at a 28% discount to its intrinsic value
🔄 Actively buying back its own shares (management believes the stock is too cheap)
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Why we’re buying
Our Next Buy is an investment firm focused on mid-market private equity and infrastructure.
Since the current CEO took over in 2012, the NAV evolved from 279 pence to 3,030 pence.
An increase of more than 1000% (!).
This growth is mainly driven by its non-food retail chain.
This chain has grown its sales from €718 million to €16,000 million since 2011.
An amazing yearly growth rate of 25% (!).
But on the same time… the stock is down 30.0% since the beginning of the year.
This provides amazing opportunities if you ask me.
Over the past 20 years, the company has never traded at such a large discount as today.
Let’s find out which company I’m buying on Monday…...
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