We share: some current thoughts; what it is we are trying to do; Update on our holdings and thoughts on a non-investment idea
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A successful serial-acquirer. Aligned CEO that has a proven track record of great capital allocation. Trading at a significant discount to intrinsic…
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A top FMCG brand with a long runway of growth ahead being offered at a massive discount, base case 100%+ upside
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A high-margin compounder with monopoly like market share and Spawner DNA.
A misunderstood Good co/Bad co opportunity, with a solid underlying business and
Why due diligence questions? At White Loch Capital Management we want to be able to exploit opportunities across both our Compounders and Workouts…
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Why an Owner’s Manual? The Owner’s manual’s main job is to communicate our investment philosophy. The Owner’s Manual serves two other purposes. It keeps…
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This is White Loch Investment Research, a newsletter about Sharing investment learnings and research on businesses.
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White Loch Investment Research