Subject: Barrett Redrow (BTRW.L)
Published today by London hedge fund: Phoenix Asset Management Partners - a high quality research report on a deeply undervalued UK house builder. Worth a read. Hopefully this link works for you.
40% discount to Tangible Net Assets (land bank)
80% discount to their IV estimate
Putting pressure on management to buy back shares at current prices
All kinds of investment characteristics that point to a multi bagger over time
https://docsend.com/view/anwtn...