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March 2025 Update
XPEL, TerraVest, Watches of Switzerland, Jet2, Macfarlane
Mar 4
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Chris Waller
13
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March 2025 Update
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February 2025
$380mm for $300mm in cash, $2.8bn in NOLs, a catalyst that happened yesterday
US listed
Feb 26
•
Chris Waller
7
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$380mm for $300mm in cash, $2.8bn in NOLs, a catalyst that happened yesterday
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XPEL: Notes from the Dealer Conference
*Free*
Feb 18
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Chris Waller
18
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XPEL: Notes from the Dealer Conference
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February 2025 Update
Watches of Switzerland, Jet2, Macfarlane
Feb 4
•
Chris Waller
5
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February 2025 Update
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January 2025
Progress at Seaport Entertainment (SEG)
Important changes are already happening
Jan 28
•
Chris Waller
7
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Progress at Seaport Entertainment (SEG)
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Podcast on Seaport Entertainment (SEG)
With John Mihaljevic at Manual of Ideas
Jan 21
•
Chris Waller
7
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Podcast on Seaport Entertainment (SEG)
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January 2025 Update
TerraVest, Watches of Switzerland, Seaport Entertainment
Jan 7
•
Chris Waller
6
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January 2025 Update
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December 2024
December 2024 Update
Jet2, TerraVest, Kyndryl, Macfarlane
Dec 4, 2024
•
Chris Waller
5
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December 2024 Update
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November 2024
Podcast on Watches of Switzerland (WOSG.L)
I recently went on Andrew Walker’s Yet Another Value Podcast and we discussed Watches of Switzerland for an hour.
Nov 25, 2024
•
Chris Waller
12
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Podcast on Watches of Switzerland (WOSG.L)
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Special Report: Seaport Entertainment (SEG)
SEG is a spin-off that owns real estate in the heart of Manhattan
Nov 21, 2024
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Chris Waller
22
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Special Report: Seaport Entertainment (SEG)
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3
August 2024
Special Report: Watches of Switzerland (WOSG.L)
WOSG is a retailer and partner to Rolex trading at 10x FCF with double-digit growth
Aug 20, 2024
•
Chris Waller
6
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Special Report: Watches of Switzerland (WOSG.L)
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2
July 2024
Deep Dive: Macfarlane (MACF.L)
Macfarlane trades for 9.7x FCF, generates 25% a post-tax ROTC, has sustainable competitive advantages, almost no debt, and is run by an honest and…
Jul 30, 2024
•
Chris Waller
3
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Deep Dive: Macfarlane (MACF.L)
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