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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: EVBigMacMeal ✸  😊 😞
Number: of 22351 
Subject: Barrett Redrow (BTRW.L)
Date: 06/24/26 2:58 PM
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No. of Recommendations: 6
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/anwtnvexj5srvsfx

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This community has written 589 posts about Non-US Stocks. The article-length ones it recommended most:
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SKAN · 11 recs · 2025
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