DEEP VALUE MOATS (3-in-1): PAX Global, Silverlake Axis, RGB International
Each of these businesses command significant market share in their respective industries - but are only being valued at single-digit ex-cash PE ratios!
Today, we’re going to be trying something a little different. I occasionally get ad-hoc requests to take a look at specific stocks from subscribers in my Telegram group — and as time went on, these requests piled up. One day, I decided to collect all of them into a list for everyone to vote on and do a ‘quick-dive’ into each of them. In the end, 3 stocks were selected by the subscribers in our Telegram group:
In this article, we shall be doing a ‘shallow-dive’ into all three of them — basically encompassing the screening stage of financial analysis, where I usually determine if a company is worth spending further time on for a subsequent deep-dive. Here’s a quick primer on the aforementioned companies: