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Kingdom Capital

Dec 2024 → Sep 2026 · Publishes quarterly · 3 funds

Our archive holds 7 letters from Kingdom Capital, behind 9 investment theses and positions in 23 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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7
Letters
23
Companies
11
Moves
9
Theses

2 strategies

Kingdom Capital publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

Also filed under Kingdom Capital.

What they bought and sold · 11 moves

Companies held · 23

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

Theses · 9

  • Entravision Communications
    September 2026

    Entravision Communications is viewed as an attractive, mispriced ad tech business whose Smadex platform has strong CTV leadership, transparency-driven demand, and significant upside versus a low implied valuation.

    Read the full thesis
  • Beasley Broadcast Group
    September 2026

    Beasley Broadcast Group is presented as an asset-sale catalyst story with significant upside if management sells assets to preserve family control and close the gap to intrinsic value.

    Read the full thesis
  • Beasley Broadcast Group
    June 2026

    Beasley Broadcast Group is presented as a deeply undervalued asset play where a new capital structure aligns the family with shareholders and could unlock significant value from real estate and radio assets.

    Read the full thesis
  • Entravision Communications
    June 2026

    Entravision Communications is viewed as undervalued because its Smadex ad-tech platform is growing rapidly, earns strong operating income, and may be worth far more than the market implies.

    Read the full thesis
  • Alliance Entertainment
    March 2026

    Alliance Entertainment is a physical media distributor with strong insider ownership, attractive valuation, exclusive studio deals, and potential upside from warrant capital and short-interest dynamics.

    Read the full thesis
  • Net Lease Office Properties
    March 2026

    Net Lease Office Properties is monetizing suburban office assets with remaining upside potential and has already returned cumulative dividends exceeding the initial cost basis.

    Read the full thesis
  • Unit Corp
    March 2025

    Unit Corporation is a promising investment due to its disciplined management, strong cash flows from drilling rigs, and a potential liquidation value of $400 million, while currently trading at an enterprise value of around $200 million.

    Read the full thesis
  • Galaxy Gaming
    December 2024

    Galaxy Gaming (GLXZ) is expected to provide a 33% IRR from its acquisition by Evolution, with minimal counter-party risk and a potential break payment.

    Read the full thesis
  • Magnera Corporation
    December 2024

    Magnera Corporation is an expected turnaround investment with a potential 120% upside over three years, driven by debt management and recovery in EBITDA.

    Read the full thesis

Letter archive · 7

2026

2025

2024

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