Fernando Vallarino @FernandoInvests
Stock enthusiast. rodincaptl.substack.com Ecuador Joined February 2022-
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Earlier this week I posted a write up on $MCB.L. A private label and contract manufacturer that earns on avg double digit ROCE and should earn substantially higher profitability through cycles after a successful activist involvement. Close to 5x EV/EBITDA. rodincaptl.substack.com/p/mcbride-prof…
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A summary on the encouraging situation at LifeVantage $LFVN and at $SMLP. (Un)fortunetely the big news at $SMLP came out today! open.substack.com/pub/rodincaptl…
$EML.AX announces sale of Sentenial for $54.1m. Management keeps executing! Curious if the stock trades sideways as usual.
A crisp writeup on Net Lease Office Properties $NLOP! Feedback and comments are welcomed as always. Particularly on the valuation where I took a rather simple approach. open.substack.com/pub/rodincaptl…
A short write up on 3 arbitration situations. Give it a read and share thoughts! $GDRZF $IDA.AX $MON.V open.substack.com/pub/rodincaptl…
Wrote a post on Avation Plc. $AVAP.L $AVAP Here is the link: rodincaptl.substack.com/p/a-short-memo…
Rent will be 5 pez per night fellows. $SAVE
Rent will be 5 pez per night fellows. $SAVE
Some thoughts on Delta Apparel given recent developments $DLA. rodincaptl.substack.com/p/some-thought…
New post! $CLMT $SAVE $AVAP.L $DLA $EML.AX $PDG.L $PAC.AX $WCG.AX $DNK.AX open.substack.com/pub/smartcaptl…
Where you will be moving if $SAVE deal breaks
Me waiting for $DNK.AX to return capital and relist 😴🦥 @respeculator @puppyeh1
Fernando Vallarino retweeted
Ahead of its time
Might have to delete this place from my sartorial ventures @DanielSLoeb1
Latest post: Calumet Specialty Products Partners, L.P $CLMT Equity stub. Interesting r/r profile. open.substack.com/pub/smartcaptl…
Write-up on Calumet. This one has been written many times, and I thought I would hop on the bandwagon. Hopefully, I bring something new to the table. open.substack.com/pub/smartcaptl…
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