Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of Non-US | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search Non-US
Shrewd'm.com Merry shrewd investors
Best Of Non-US | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search Non-US


Investment Strategies / Non-US Stocks
Unthreaded | Threaded | Whole Thread (2) |
Author: EVBigMacMeal   😊 😞
Number: of 501 
Subject: Barrett Redrow (BTRW.L)
Date: 06/24/26 2:58 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
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


Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Non-US Stocks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Non-US | Best Of | Favourites & Replies | All Boards | Followed Shrewds