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LVS Advisory

Dec 2024 → Jun 2026 · Publishes quarterly · 3 funds

Our archive holds 10 letters from LVS Advisory, behind 4 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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10
Letters
7
Companies
4
Moves
4
Theses

2 strategies

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

Also filed under LVS Advisory.

What they bought and sold · 4 moves

Companies held · 7

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

Theses · 4

  • Hikari Tsushin
    June 2026

    Hikari Tsushin is a Japanese capital-light conglomerate with a strong capital allocation record, aligned management, and attractive valuation backed by recurring businesses and investment holdings.

    Read the full thesis
  • Golar LNG
    September 2025

    Golar LNG is a leading provider of floating liquified natural gas terminals, poised for significant free cash flow growth with a projected increase in EBITDA due to rising LNG demand and innovative, cost-effective solutions.

    Read the full thesis
  • Curtiss-Wright
    June 2025

    Curtiss-Wright is a non-cyclical compounder with strong growth potential driven by its positions in aerospace, defense, and nuclear power markets, offering limited downside risk and expected earnings doubling in five years.

    Read the full thesis
  • Las Vegas Sands
    December 2024

    Las Vegas Sands (LVS) is leveraging Macau's recovery and its leadership in Singapore to capitalize on high-end tourism growth through strategic investments and operational excellence.

    Read the full thesis

Letter archive · 10

2026

2025

2024

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