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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
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Alex Feng
10
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NCR Atleos (NATL NYSE)- the SaaS-like transformation of the ATM Industry
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January 2025
Rome Capital 2024 Annual Report
Company Overview
Jan 26
•
Alex Feng
21
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Rome Capital 2024 Annual Report
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November 2024
Rome Capital 2024Q3 Company Updates
Cake Box, Samsonite, Gentoo, and GiG Media
Nov 20, 2024
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Alex Feng
8
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Rome Capital 2024Q3 Company Updates
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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
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Alex Feng
23
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Cake Box (CBOX.L): the UK's leading cake shop chain with multi-bagger potential
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16
April 2024
GiG- yet another undervalued spin-off
The iGaming affiliate with the best metrics but the lowest valuation
Apr 29, 2024
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Alex Feng
19
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GiG- yet another undervalued spin-off
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March 2024
Samsonite (1910 HK)- another homecoming queen
a systemetical way to profit from the US-China decoupling!
Mar 22, 2024
•
Alex Feng
16
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Samsonite (1910 HK)- another homecoming queen
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November 2023
SharkNinja 23Q3 results, quite impressive
SN released its 23Q3 results earlier today.
Nov 10, 2023
•
Alex Feng
3
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SharkNinja 23Q3 results, quite impressive
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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
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SN posted Q2 results and it was well received by the market
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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
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Alex Feng
21
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Home sweet home: SharkNinja (NYSE: SN), a global household appliance leader
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December 2022
Marlowe Plc (Lon: MRL)- a fast growing buy-and-build compliance platform with 200% upside
Summary
Dec 23, 2022
•
Alex Feng
4
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Marlowe Plc (Lon: MRL)- a fast growing buy-and-build compliance platform with 200% upside
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October 2022
Brilliance China (1114 HK)- Asymmetrical bet with 80-110% upside in two months!
Dear readers,
Oct 26, 2022
•
Alex Feng
5
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Brilliance China (1114 HK)- Asymmetrical bet with 80-110% upside in two months!
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2
Coming soon
This is Alex of Rome Capital, a newsletter about Stock investment thesis.
Oct 25, 2022
•
Alex Feng
1
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