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East72

Dec 2024 → Jun 2026 · 4 funds

Our archive holds 10 letters from East72, behind 16 investment theses and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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East72’s own letters page
10
Letters
16
Companies
7
Moves
16
Theses

4 strategies

East72 publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

What they bought and sold · 7 moves

Companies held · 16

Every company East72 has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 16

  • EVT Limited
    June 2026

    EVT Limited is an asset-rich travel and leisure company where the thesis is growth in asset value and narrowing discount to NAV.

    Read the full thesis
  • Wise Group PLC
    June 2026

    Wise Group PLC is a cross-border payments business with strong growth, a scalable economics model, and a competitive advantage versus banks.

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  • Bolloré SE
    March 2026

    Bolloré SE is a cash-rich conglomerate with a significant UMG stake and potential value realization via special dividends, strategic UMG transactions, and ongoing buybacks amid a deep discount to liquidation value.

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  • Virtu Financial Inc.
    March 2026

    Virtu Financial Inc. is a leading US market maker whose shift toward capital deployment and high-return growth is undervalued relative to structural trading-volume tailwinds and could drive materially higher earnings.

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  • HAL Trust
    March 2026

    HAL Trust is a diversified Dutch holding company trading at a significant discount to a sum-of-parts valuation uplifted by listed assets and an under-marked Boskalis stake, offering a margin of safety.

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  • Avation PLC
    December 2025

    Avation PLC is improving its balance sheet and visibility while trading at a discount to NAV, with clear fleet growth and cash flow optionality.

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  • D’Ieteren Group
    December 2025

    D’Ieteren Group trades at a large sum-of-the-parts discount despite high-quality assets and has initiated buybacks after reducing parent debt.

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  • Hansa Investment Company
    December 2025

    Hansa Investment Company trades at a deep discount to NAV with substantial pro-forma cash and buybacks offering significant value accretion.

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  • Bolloré
    September 2025

    Bolloré is experiencing a significant decline in valuation due to corporate missteps, a complex asset ownership structure, and legal uncertainties, impacting investor confidence despite stable performance in some key investments.

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  • Exor
    September 2025

    Exor is facing a triple discount but may close its NAV gap through strategic asset divestments and capital liberation over the next few years.

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  • Swatch Group
    September 2025

    Swatch is an undervalued luxury brand with strong marketing and design skills, presenting a compelling investment opportunity driven by potential capital management, improved outlook in Greater China, brand revitalization, and favorable changes in the US tariff environment.

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  • CK Hutchison
    June 2025

    CK Hutchison is a family-controlled security trading at a significant discount, poised for potential value enhancement through fundamental restructuring.

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Letter archive · 10

2026

2025

2024

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