Social•Apr 29, 2026
Premium Brands Holds 75% Upside Potential
This morning, Alta Fox published a press release and full thesis deck on $PBH CN (Premium Brands Holdings), a business we believe is significantly undervalued with 75%+ upside in our base case. The materials outline our investment thesis and highlight specific steps management can take to help close the discount to intrinsic value. Press release: https://t.co/gggqD1X7vZ Full deck: https://t.co/ZHKQmeWhmO
By Connor Haley
Social•Apr 13, 2026
Identify Top SMID-Cap Needing Better Governance
Semi-regular post: what is the highest quality SMID-cap you have come across which would benefit from improved governance/strategy?
By Connor Haley