Desert Lion
Our archive holds 5 letters from Desert Lion, behind 4 investment theses. Every quote below is copied verbatim from the letter it came from.
Theses · 4
- June 2025
Argent is a transformed, globally diversified industrial conglomerate with strong cash generation and impressive growth potential, currently trading at undervalued multiples.
Read the full thesis - March 2025
Stadio is a South African for-profit higher education company aiming to increase access to quality tertiary education, demonstrating strong growth and excellent cash conversion while being well-positioned to double its student base amid a growing demand for private education.
Read the full thesis - March 2025
Hosken Consolidated Investments is a diversified investment holding company with significant growth potential in the energy sector, driven by its participation in the promising Namibian Orange Basin oil developments and a resilient portfolio poised for substantial earnings growth.
Read the full thesis - March 2025
iOCO is undergoing a significant turnaround under new leadership, refocusing on profitable verticals and showing early signs of financial improvement.
Read the full thesis
Letter archive · 5
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