Barrett Redrow (BTRW.L)

The week's question

In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

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No. of Recommendations: 6

Published today by London hedge fund: Phoenix Asset Management Partners - a high quality research report on a deeply undervalued UK house builder. Worth a read. Hopefully this link works for you.

40% discount to Tangible Net Assets (land bank)

80% discount to their IV estimate

Putting pressure on management to buy back shares at current prices

All kinds of investment characteristics that point to a multi bagger over time

https://docsend.com/view/anwtnvexj5srvsfx

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This community has written 606 posts about Non-US Stocks. The article-length ones it recommended most:

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