PP Reddit Mentions | ChartExchange

Fresh batch of company write-ups from Substack authors, all published within the last week.
Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/)
# Americas
**Long Term Pick** on [**Microsoft Corporation**](https://longtermpick.com/p/microsoft-analysis-2026) (🇺🇸 MSFT US - US$3.4tn) Azure crossed $100B in annual revenue this quarter, growing 43%, with $678B in contracted future revenue up 84% year-on-year. Trades 23.9x forward P/E, below the five-year average, as the capex cycle temporarily compresses free cash flow. Net cash, 68% gross margins.
**Archive Invest** on [**Meta Platforms**](https://archiveinvest.substack.com/p/the-ad-business-is-accelerating-and) (🇺🇸 META US - US$1.75tn) All the anxiety surrounding Meta's capex spending seemed to overlook that ad revenue accelerated 28% in Q2, with pricing and volume both expanding. Trades 17x forward P/E versus the five-year average of 24.5x. One-time legal charges obscure 9% underlying operating income growth.
**Kairos Research** on [**FTAI Aviation**](https://kairosresearch.substack.com/p/ftai-update) (🇺🇸 FTAI US - \~US$8bn) FTAI Aviation trades 9-11x 2028 EBITDA with a $350 base case - roughly 70% upside from current levels. Aerospace margins compressed deliberately to 28.5% as management prioritises market share over near-term profitability. The Power segment, guiding $450-750m EBITDA by 2027, is the unpriced option.
**Show Me the Incentives** on [**E.W. Scripps**](https://showmetheincentives.substack.com/p/the-ew-scripps-company-ssp) (🇺🇸 SSP US - \~US$500m) Scripps is a controlled, highly-levered equity stub at 10.7x EV/EBITDA with $125-150m EBITDA growth targeted by 2028. The CEO carries a $10m award tied to EBITDA targets plus 100% payout on any change of control. Aggressive insider buying signals confidence in a near-term M&A outcome as the regulatory environment improves.
**Acid Investments** on [**Vaso Corporation**](https://acidinvestments.substack.com/p/quick-deep-value-idea-vaso-corp) (🇺🇸 VASO US - US$37m) The market is ascribing a negative value to this profitable business as a going concern. Net cash roughly equals the entire market cap, meaning the GE HealthCare partnership business comes free. Founder family controls 44% and the exclusive service contract runs to 2030.
# Europe, Middle East & Africa
**Asymmetric Ventures** on [**LVMH Moet Hennessy Louis Vuitton**](https://asymventures.substack.com/p/lvmh-1h-2026-results) (🇫🇷 MC PA - US$257bn) Fashion and leather organic growth turned positive in Q2 for the first time in seven quarters, ending a prolonged declining run. The question of when luxury would recover has now been answered. Arnault family owns 48%, stock trades at 20x earnings.
**Rock and Turner** on [**Universal Music Group**](https://rockandturner.substack.com/p/royalty-king-universal-music-group) (🇳🇱 UMG AS - US$28bn) Imagine finding a company with 13.3% revenue growth and stable 20.5% EBITDA margins trading 50% below a rejected takeover bid from three months ago. That is UMG at €14.50 today. Bolloré family owns 31.7%, buybacks accelerating.
**Trident Opportunities** on [**Avingtrans**](https://tridentopportunities.substack.com/p/avingtrans-plc-avgl-a-nuclear-beneficiary) (🇬🇧 AVG LN - US$330m) Nuclear supply chain covering decommissioning, life extension, and new build through Hayward Tyler, Metalcraft, and Booth Industries. Management projects nuclear revenue of £90m by FY31 from £35m today, at 35-38% EBITDA margins.
**The Oak Bloke** on [**BTG Consulting**](https://theoakbloke.substack.com/p/btg-consulting-fy26-review) (🇬🇧 BTG LN - US$233m) Most investors see a 21x P/E and move on. The underlying number is 9x once acquisition accounting non-cash charges are stripped out - a distinction most will never bother to check. FY27 profit guided up 53%, dividend 4.3%.
**The Finance Corner** on [**PARKEN Sport & Entertainment**](https://thefinancecorner.substack.com/p/parken-sport-and-entertainment-a) (🇩🇰 PARKEN CSE - US$195m) The beautiful thing about Lalandia's business model is that 2,300 holiday home owners pay recurring commissions, making the revenue stream predictable. PARKEN trades DKK 2.1bn versus a fair value estimate of DKK 2.94bn across three assets: Lalandia, Copenhagen's national stadium, and F.C. Copenhagen.
**Demystified Value** on [**EuroEyes International Eye Clinic**](https://demystifiedvalue.substack.com/p/euroeyes-international-eye-clinic) (🇩🇪 1846 HK - US$100m) Founder-led German ophthalmology group at 4.5x EV/EBIT with 60% insider ownership. The HK$1.2B FYEO Europe acquisition drives 58% proforma revenue growth, and at 18% capacity utilisation the proforma earnings number is deliberately conservative.
**The Oak Bloke** on [**James Cropper**](https://theoakbloke.substack.com/p/who-gives-a-crpr) (🇬🇧 CRPR LN - US$43m) A £34m paper mill pivoting into fuel cell substrates and aerospace composites, both growing 20%+ at 45% margins. Trades 0.85x NAV and 4.8x EV/EBIT. The new CEO comes from Zotefoams, where he ran the same playbook. This is operational accumulation, not financial engineering.
**Etruscan Capital** on [**Cedergrenska**](https://etruscancapital.substack.com/p/cedergrenska-ab-a-tiny-profitable) (🇸🇪 CEDER ST) Whether Swedish education policy shifts post-election is subject to interpretation. What's clear is that Cedergrenska buys schools at 3-4x EBITDA and trades at 7x, with 21% annual revenue growth across 54 facilities. The discount is political, not operational.
# Asia-Pacific
**Crack the Market** on [**SK Hynix**](https://crackthemarket.substack.com/p/sk-hynix-the-flagship-at-half-price) (🇰🇷 000660 KS - US$716bn) SK Hynix hit its first-ever 30% limit-up on July 31 after record Q2 revenue, then kept climbing. One cannot completely rule out the risk of a memory down-cycle reverting. But so far, the evidence is thin - and at 4.4x forward P/E with KRW 69 trillion in net cash, the downside is well backstopped.
**Angsana Anderson** on [**Nexon**](https://www.angsanaanderson.com/p/nexon-11-fcf-yield-zero-debt-and) (🇯🇵 3659 JP - US$12bn) Zero debt, founding family majority, and the Saudi sovereign wealth fund at 11%. DNF Mobile 2.0 relaunches August 13 - a catalyst with a known date. Trades at 11% FCF yield with takeover optionality priced at zero.
**Value Zoomer** on [**Ultragreen.AI**](https://valuezoomer.substack.com/p/ultragreenai-the-green-light) (🇸🇬 ULG SI - US$1.5bn) Think of Ultragreen.AI as the infrastructure layer beneath industrial cooling: 70% global market share, invisible from the outside, impossible to remove from within. Listed in December 2025, P/E 10x, net cash $176m, Sajwan family majority. The "AI" in the name is cosmetic.
**PP Invest** on [**GRAVITY Co., Ltd.**](https://ppinvest007.substack.com/p/good-prospects-for-a-revaluation) (🇰🇷 GRVY US - US$452m) TOP PICK GRAVITY is the South Korean game publisher behind Ragnarok Online, a franchise with over 100 million registered users that has dominated Southeast Asian gaming for two decades. At a $452m market cap the company holds $434m in net cash, meaning the franchise, the licensing royalties, and a new Chinese government approval for the mobile sequel are all priced at zero. First-ever dividend paid this year. P/E 8x.
**The Oak Bloke** on [**Altyn Gold**](https://theoakbloke.substack.com/p/altn-gold-double-or-fold) (🇰🇿 ALTN LN - US$320m) TOP PICK Gold at $4,035 per ounce, production plan to double by 2027, and an enterprise value approaching zero. Inventory is carried at one-third of spot price - you could almost buy the company, sell the inventory at market, and be left with more than you paid. Assaubayev family holds 65%.

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