Total Ideas
2
Bullish Ideas
0 (0%)
Bearish Ideas
0 (0%)
Recent Activity
0
"AFYA: 100% med seat fill, growing seats & pricing. Specialty edu & B2P units growing w/ improving margins. ~10% rev growth, 20%+ EPS/FCF growth. Cheap at 10x fwd earnings, 7x EBITDA, 10%+ FCF yield. BRL/USD stability key for significant returns. Flat YTD after tough 2024."
"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