Value investing has been my main passion for more than a decade. I look for businesses the market has given up on but that still have strong fundamentals, often trading at single digit P/FCF, though I’ll pay up to 15-20x for genuine quality. I hold for the long term and try to ignore short term noise.Current holdings include Cake Box Holdings, Watches of Switzerland, Celsius Holdings, Springer Nature, MTY Food Group, and CTS Eventim, plus smaller positions in Greggs, PayPal, Oatly, and RWE.atilla.zambito@proton.me
Analyst’s Disclosure: I/we have a beneficial long position in the shares of GGGSF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
