LongMar 2026
Cameco Corp.
As a uranium giant, Cameco is an example of the opportunities in companies that address global energy challenges. With the immediate priority shifting to energy logistics and…
City Different Investments
3 published ideas
Ideas from City Different Investments
LongMar 2026
Tidewater Inc.
The recent acquisition of Wilson Sons Ultratug is highly accretive, adding over $100 million in EBITDA for a total outlay of about $500 million in cash and assumed debt. This…
LongMELIMar 2026
MercadoLibre
The market is creating a 'paradox' by not rewarding MercadoLibre's stock, which has gone nowhere despite dramatic revenue and profit growth over the last five years. Current…
Letters covered
- Q1 2026 Global Equity Investor LetterMarch 31, 2026
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