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Tidefall Q2 Report.pdf

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Preview of Tidefall Q2 Report
🔗 Source: tidefallcapital.com
📊 Size: 1.58 MB
📄 Pages: 1 page
⬇️ Downloads: 80

Summary

Tidefall Capital LP's Q2 2023 report discusses their skepticism of equity valuations, particularly in the technology sector, and their costly decision to short high-multiple stocks. The portfolio manager acknowledges being distracted by short selling and plans to focus on asymmetric long ideas. They invested in First Horizon Bank, a small-cap stock trading at attractive valuations, with industry-leading metrics and capital ratios, and a strong position in the US southeast market. The report highlights First Horizon's minimal exposure to bond losses and office real estate, and its rebounding deposits, making it an attractive investment opportunity with a potential long-term mid-teens return on equity.

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Description

Tidefall Capital LP's Q2 2023 report discusses their skepticism of equity valuations, particularly in the technology sector, and their costly decision to short...

Technical Information

  • File Format: PDF
  • File Size: 1.58 MB
  • Pages: 1
  • Language: EN
  • Total Downloads: 80
  • Last Updated: 1 month ago

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