LongVISNJul 2026
Vistance Networks
LVS bought Vistance Networks after a 2025 asset sale to Amphenol created a path to eliminate debt, pay a $10 per share special dividend, and leave behind operating businesses…
LVS Advisory LLC
Boutique active management combining an absolute-return event-driven strategy focused on capital preservation with a global growth-equity strategy focused on capital appreciation.$22M AUM2 published ideas
LVS Advisory LLC is a registered investment adviser founded and led by Luis V. Sanchez, CFA. The firm manages an Event-Driven portfolio focused on absolute returns and capital preservation and a Growth portfolio focused on global equity appreciation. Its letters emphasize concentrated, research-driven investments and direct discussion of security-level valuation and catalysts.
Ideas from LVS Advisory LLC
Long9435.TJul 2026
Hikari Tsushin, Inc.
LVS views Hikari Tsushin as a Berkshire Hathaway-style Japanese conglomerate built around capital-light, recurring-revenue operating businesses and a large portfolio of…
Letters covered
- LVS Advisory Investor Letter - First Half 2026July 27, 2026
Source PDFs are not republished here; only extracted ideas and quotes.