Long1161.HKAug 2026
Water Oasis Group Limited
Water Oasis is one of Hong Kong's leading beauty-services groups and has compounded services profit at roughly 14.9% annually since 2002. Its brand reduces customers' perceived…
Bilbel Capital Fund LP / Bilbel Capital LLC
Concentrated fundamental value investing in deeply undervalued public companies selected through proprietary screening and detailed fundamental research.2 published ideas
Bilbel Capital Fund LP is a private hedge fund managed by Bilbel Capital LLC. The fund seeks public companies trading at large discounts to estimated intrinsic value and concentrates capital in its most attractive opportunities. Its Argus research system screens thousands of companies before the manager performs deeper work on the most undervalued candidates.
Ideas from Bilbel Capital Fund LP / Bilbel Capital LLC
LongCCLDAug 2026
CareCloud, Inc.
Bilbel still considers CareCloud undervalued, although it sold most of the position because it found even more undervalued opportunities elsewhere. The core TEBS business showed…
Letters covered
- Semi-Annual Letter - 2nd August 2026August 2, 2026
Source PDFs are not republished here; only extracted ideas and quotes.