LVS Advisory
Our archive holds 10 letters from LVS Advisory, behind 4 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
LVS Advisory’s own letters pageCompanies held · 2
Every company LVS Advisory has disclosed a position in across our archive, with the letter that last mentioned it.
- Hikari TsushinJun 2026
- Vistance NetworksJun 2026
Theses · 4
- 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 - 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 - 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 - 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
2025
Funds · 3
- LVS Advisory7
- LVS Advisory Curtiss Wright2
- LVS Advisory on Golar1
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