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home / news releases / ADVWW - Curreen Capital's Top 5% Positions: Where I Am Finding The Most Value


ADVWW - Curreen Capital's Top 5% Positions: Where I Am Finding The Most Value

2024-07-27 22:30:00 ET

Summary

  • Advantage Solutions currently trades at an attractive upside-to-downside ratio.
  • Credit Acceptance's management allocates free cash flow to growing the business and repurchasing shares at attractive prices.
  • Enhabit has historically earned high returns on capital and grew both organically and through acquisitions.
  • VF Corp has good brands, the skills to manage them well, and a management team that is righting the ship.

The following segment was excerpted from this fund letter.


Curreen Capital: All positions larger than 5% of the fund

Advantage Solutions ( ADV )

For further details see:

Curreen Capital's Top 5% Positions: Where I Am Finding The Most Value

Stock Information

Company Name: Advantage Solutions Inc. Warrant
Stock Symbol: ADVWW
Market: NASDAQ
Website: advantagesolutions.net

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