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Legacy Transformed: A New Era for a Packaged Foods Leader
How Private Equity Vision and a Strategic Merger Are Aiming to Create a Multi-Segment Giant
Dec 30, 2024
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Govind Shorewala
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Legacy Transformed: A New Era for a Packaged Foods Leader
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October 2024
A Bold Bet on Next-Gen Leadership and Exponential Growth
Capitalizing on leadership transition, enhanced customer engagement, and diversified revenue streams to fuel long-term scalability
Oct 2, 2024
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9A1 Capital
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A Bold Bet on Next-Gen Leadership and Exponential Growth
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September 2024
3 Borrowed Ideas with a SOBO Connection
No Microcaps, All Special Situations with High Growth Potential
Sep 15, 2024
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9A1 Capital
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3 Borrowed Ideas with a SOBO Connection
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Finding opportunities post celebrity investor sell-off
Vertically integrated architectural lighting and fixtures company with strong product focus, strong global reach and great ROCEs
Sep 4, 2024
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9A1 Capital
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Finding opportunities post celebrity investor sell-off
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August 2024
Microcap Financial Services Company with Massive Potential
Proxy to Capital Markets + Strong Promoters with Experienced Management + Improvement in Results + Strong Offline & Online Presecnece
Aug 15, 2024
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9A1 Capital
1
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Microcap Financial Services Company with Massive Potential
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We are booking SOME profit!
Why ? Sector Tailwinds + Market Sentiment + Low Float = Unreasonbly High Valuations (In Our View)
Aug 1, 2024
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9A1 Capital
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We are booking SOME profit!
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July 2024
Unlocking Value in Heady Valuations: A Pre-IPO Opportunity
Technology-driven construction firm specializing in infrastructure projects like LED street lighting, water and gas pipelines, and smart infrastructure.
Jul 15, 2024
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9A1 Capital
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Unlocking Value in Heady Valuations: A Pre-IPO Opportunity
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A Moated Midcap Semiconductor Design House
Worth studying but too expensive for our tastes
Jul 1, 2024
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9A1 Capital
1
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A Moated Midcap Semiconductor Design House
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June 2024
Studying a Turnaround and Restructuring Bet in Promising Sectors with a Proven Promoter
Part 1 of 2
Jun 15, 2024
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9A1 Capital
3
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Studying a Turnaround and Restructuring Bet in Promising Sectors with a Proven Promoter
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1
Massive Sectoral Tailwinds + Debt Restructuring + Deep Sectoral Expertise with Co.
Its already 4x in a year but we believe its still early days!
Jun 1, 2024
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9A1 Capital
-1
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Massive Sectoral Tailwinds + Debt Restructuring + Deep Sectoral Expertise with Co.
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May 2024
Sectoral Tailwinds, Pedigree Management, and Debt Paring shaping Growth and Value
A true special situation and turnaround in every sense. FYI it's already expensive.
May 15, 2024
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9A1 Capital
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Sectoral Tailwinds, Pedigree Management, and Debt Paring shaping Growth and Value
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9A1 Capital 2.0
Consistency + Accountability
May 9, 2024
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9A1 Capital
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9A1 Capital 2.0
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