Alex of Rome Capital

Rome Capital 2025 Interim Report

Rome Capital 2025 Interim Report

Sep 5 • 

Alex Feng

12

1

March 2025

NCR Atleos (NATL NYSE)- the SaaS-like transformation of the ATM Industry

We see a 15% 3-year IRR even in our bear case, and 25-43% if things turns out brighter

Mar 28 • 

Alex Feng

11

3

January 2025

Rome Capital 2024 Annual Report

Company Overview

Jan 26 • 

Alex Feng

23

2

November 2024

Rome Capital 2024Q3 Company Updates

Cake Box, Samsonite, Gentoo, and GiG Media

Nov 20, 2024 • 

Alex Feng

8

9

October 2024

Cake Box (CBOX.L): the UK's leading cake shop chain with multi-bagger potential

A business Warren Buffett would definately like

Oct 14, 2024 • 

Alex Feng

24

17

April 2024

GiG- yet another undervalued spin-off

The iGaming affiliate with the best metrics but the lowest valuation

Apr 29, 2024 • 

Alex Feng

19

3

March 2024

Samsonite (1910 HK)- another homecoming queen

a systemetical way to profit from the US-China decoupling!

Mar 22, 2024 • 

Alex Feng

16

11

November 2023

August 2023

SN posted Q2 results and it was well received by the market

SN's just announced its Q2 results.

Aug 25, 2023 • 

Alex Feng

1

1

Home sweet home: SharkNinja (NYSE: SN), a global household appliance leader

a newly spin-off that overlooked by the market with a potential 50-130% upside!

Aug 18, 2023 • 

Alex Feng

21

11

December 2022

Marlowe Plc (Lon: MRL)- a fast growing buy-and-build compliance platform with 200% upside

Summary

Dec 23, 2022 • 

Alex Feng

4

8

October 2022

Brilliance China (1114 HK)- Asymmetrical bet with 80-110% upside in two months!

Dear readers,

Oct 26, 2022 • 

Alex Feng

5

2