alex7freyMar 22, 20226 min readFrontier Transport Holdings - Report and ValuationScreening I like to begin my screening process by looking for low EV/EBITDA shares that have declined in price in the last few months. I...
alex7freyFeb 28, 20224 min readCaxton - Report and ValuationCaxton and CTP Publishers and Printers Limited (JSE:CAT) Caxton (CAT) is a JSE listed publishing, printing, and packaging company that...
alex7freySep 11, 20213 min readTransaction Capital - Report and ValuationWith a market capitalization of R26bn Transaction Capital (TCP) is by no means a small company, in fact by market capitalization it...
alex7freyMar 26, 20212 min readCity Lodge ReportCity Lodge (CLH) is a high-quality business and has been since inception in 1985, when it was formed by Swiss hotelier Hans Enderle. The...