Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)

Feb 21, 2025

Discover the intriguing world of investment strategies and market challenges. Delve into Colebrooke Opportunities Fund's latest acquisitions and the shifting dynamics of Eurocell and NAHL Group. Uncover the post-pandemic dilemmas facing dating apps like Bumble. Gain insights into long-term investment success through activism and strategic decision-making. Explore transformative case studies that highlight the importance of adapting to market evolution and recognizing subtle performance changes.

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INSIGHT

Eurocell's Growth Potential

Eurocell, a building plastics company, is poised for growth due to its vertically integrated model and a cheap purchase price.
The company's expansion plans and focus on efficiency improvements are expected to drive increased revenue and margins.

INSIGHT

ASOS's Growth Concerns

ASOS's business model requires growth, but its ability to achieve sustainable top-line growth is uncertain.
The sale of Topshop, while beneficial in the short term, raises concerns about future value-destructive decisions.

INSIGHT

Bumble's Investment Potential

Despite negative growth in the online dating market, Bumble presents a buying opportunity at a low valuation.
Bumble's strong financial position and potential for share repurchases make it an attractive investment.

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Q4 Investor Audibles is out. This week we cover:

Colebrooke Opportunities Fund
Tidefall Capital
Maran Capital

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