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 )
Read the full article on Seeking Alpha
For further details see:
Curreen Capital's Top 5% Positions: Where I Am Finding The Most Value