LongLLCMar 2026
Lendlease
Lendlease currently trades at a significant discount to its net tangible assets (NTA) because the market is overly focused on the exit from its non-core CRU segment. However, we…
HMC Capital Partners Fund I
3 published ideas
Ideas from HMC Capital Partners Fund I
LongBBNMar 2026
Baby Bunting
Despite a recent share price decline due to macro factors, Baby Bunting's turnaround strategy is progressing well, with expanding gross margins and successful store…
LongINAMar 2026
Ingenia
We have high conviction in Ingenia's long-term prospects due to its visible earnings growth, strong asset backing, and exposure to favorable demographic trends. The stock has…
Letters covered
- Quarterly Investor Update - March 2026March 31, 2026
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