White Brook Capital Portfolio Holding: Afya Limited
about 1 year ago
White Brook Capital
"AFYA: Bertelsmann family increasing ownership amid stock underperformance. Company executing well. No mandatory takeover bid rule in US, but potential for controlling FCF becoming more attractive than buying out minorities. Holding for premium at current depressed prices."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
White Brook Capital Portfolio Holding: Afya Limited
Source:
White Brook Capital
Published:
September 30, 2024
Idea Type:
Stock Idea