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Research #3
Looking Abroad Pure Value Ideas · Nov 4, 2026 Why these three This piece goes to Hong Kong, Frankfurt, and Paris for three companies we spent a lot of time on this year: Pop Mart, CTS Eventim, and EssilorLuxottica. Two of the three are entertainment businesses. Pop Mart sells collectibles built
Research #2
EQT: Aligned Operator Focused On Integration Pure Value Ideas · Oct 26, 2026 Summary We wanted to research the US natural gas space, intrigued by its long-term demand prospects. LNG export plants are already financed and going up on the Gulf Coast, and data centers and retiring coal plants need
Research #1
GE HealthCare: The Former Conglomerate's Lone Laggard Pure Value Ideas - Research Post #1 · Oct 20, 2026 · In November 2021, General Electric said it would split into three public companies. GE HealthCare went first, on 3 January 2023. GE Vernova, the energy business, followed on 2 April 2024, and
Idea #2
Why We Sold Airbnb October 2, 2026 · Pure Value Ideas We’ll always tell you when we change our mind on a name. We exited Airbnb a few weeks ago after holding it for roughly three years, and the business was in better shape when we sold it than when