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
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…
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…
Letters covered
- Quarterly Investor Update - March 2026March 31, 2026
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