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GeoInvesting’s Skull Sessions continue with Investor Insights featuring Paul T. (Investmentideen at Twitter), a part time special situations investor/financial analyst. 

Paul is a former Constellation Software employee, a Joel Greenblatt Connoisseur, financial analyst, and contributor at the Substack, Value In Special Situations, for “Investors who want to invest against the crowd.” 

In the full video replay of the event, he and Maj Soueidan delve into investment strategies, exploring where they intersect. Paul highlights the importance of:

  • Grasping a business’s operations.
  • Properly valuing stocks.
  • Understanding catalysts for growth, and the role these catalysts play in unlocking shareholder value.
  • Expansion in valuation multiples.
  • Effective capital allocation and share buyback programs.
  • Dividends and EPS growth.

In the end, Paul is not trying to be too predictive in his analyses, but is instead attempting to identify bullish scenarios that are already present in the financials and in positive catalysts that have already materialized.

Paul also pitches a UK-based IT services and installations company, where he’s worried about the potential of a hostile takeover, due the stock’s very low valuation, one of the lowest in the industry.

There is also another quick pitch on a company that operates a cinema advertising network.


Keep reading below for the pitches…

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