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East72

Dec 2024 → Jun 2026 · 4 funds

Our archive holds 10 letters from East72, behind 19 investment theses and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.

East72’s own letters page
10
Letters
16
Companies
7
Moves
19
Theses

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 · 19

  • 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.

    Read the full thesis
  • EVT Limited
    June 2026

    EVT Limited owns a valuable hotel portfolio and benefits from relationships that support further managed growth.

    Read the full thesis
  • EVT Limited
    June 2026

    EVT Limited’s managed hotel platform is growing, well priced, and positioned to scale with higher-return franchise economics.

    Read the full thesis
  • EVT Limited
    June 2026

    EVT Limited’s hotel business is the main growth driver, supported by an asset-light strategy and rising foreign tourism.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis
  • 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.

    Read the full thesis

Letter archive · 10

2026

2025

2024

Funds · 4

  • East 72 Dynasty Trust4
  • East72 Dynasty Trust3
  • East 72 Dynasty Trust HAL Trust2
  • East 721

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