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WSD Capital Management
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Growth Through Fortitude
Growth Through Fortitude

6 followers
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Are investors underestimating Viacom's earnings power and ultimate asset value?
Viacom
Viacom
wsdcapital.com
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We are long Centrica. A turnaround opportunity for the long term.
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WSD Capital Management's Ertan Enginalev shares his views on the importance of activist investing. https://youtu.be/tJ4AtMPks-g
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What is activist investing and why does it matter? Listen to the latest episode of Benevolent Hostility Review here.
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Introducing the Benevolent Hostility Review podcast. Subscribe on Apple Podcasts, Google Play and SoundCloud.
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We are short Cabot. Investment thesis and variant view is currently deeply discounted by market.
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The Brokaw Act is set to be re-introduced. Here's what you need to know about this destructive legislation. #corpgov
Ertan Enginalev
Ertan Enginalev
wsdcapital.com
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We are short Nucor. Thesis foresees corrosive industry developments that will depress investor outlook.
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We are short Medtronic. Thesis foresees challenges that are not sufficiently priced in by market.
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To Be Released: 5 new public short targets with cumulative market cap of $252 billion and an expected valuation re-rating of -$50+ billion.
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