Kingdom Capital
Kingdom Capital Advisors
Mar 2025 → Mar 2026
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years — follow all of Kingdom Capital for every strategy.
Its investment theses
- Alliance EntertainmentMar 2026Alliance 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.
- Net Lease Office PropertiesMar 2026Net Lease Office Properties is monetizing suburban office assets with remaining upside potential and has already returned cumulative dividends exceeding the initial cost basis.
- Unit CorpMar 2025Unit 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.