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White Loch Investment Research
Sharing investment learnings and research on businesses
By White Loch Capital Management · Launched 2 months ago
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Q2 Letter
We share: some current thoughts; what it is we are trying to do; Update on our holdings and thoughts on a non-investment idea
White Loch Capital Management
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Q2 Letter
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Volex ($VLX)
A successful serial-acquirer. Aligned CEO that has a proven track record of great capital allocation. Trading at a significant discount to intrinsic…
White Loch Capital Management
Jul 19
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Volex ($VLX)
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a2 Milk (ASX: $A2M) (NZX: $ATM)
A top FMCG brand with a long runway of growth ahead being offered at a massive discount, base case 100%+ upside
White Loch Capital Management
Jun 21
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a2 Milk (ASX: $A2M) (NZX: $ATM)
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Gentex (GNTX)
A high-margin compounder with monopoly like market share and Spawner DNA.
White Loch Capital Management
Jun 12
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Gentex (GNTX)
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Transact Technologies (TACT)
A misunderstood Good co/Bad co opportunity, with a solid underlying business and
White Loch Capital Management
Jun 12
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Due Diligence Questions
Why due diligence questions? At White Loch Capital Management we want to be able to exploit opportunities across both our Compounders and Workouts…
White Loch Capital Management
Jun 12
2
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Due Diligence Questions
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Owner's Manual
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…
White Loch Capital Management
Jun 12
1
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Owner's Manual
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Coming soon
This is White Loch Investment Research, a newsletter about Sharing investment learnings and research on businesses.
White Loch Capital Management
Jun 12
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Coming soon
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