Middle Coast Investing
Our archive holds 5 letters from Middle Coast Investing, behind 10 investment theses. Every quote below is copied verbatim from the letter it came from.
Middle Coast Investing’s own letters pageTheses · 10
- December 2025
PagSeguro is a Brazilian payments and fintech platform building a digital bank with strong EPS growth targets, a cheap valuation, and an 8–9% upcoming dividend.
Read the full thesis - September 2025
Air Lease is an aircraft leasing company trading below peers with a pending buyout, offering yield or potential takeover upside.
Read the full thesis - September 2025
Corpay is a diversified payments provider with strong corporate payments growth, steady earnings, and fuel-price linked revenue trading below 15x cash earnings.
Read the full thesis - September 2025
TFS Financial is a small bank offering an 8%+ dividend and benefits from rate cuts, serving as a bond proxy in portfolios.
Read the full thesis - June 2025
Deckers Outdoor Corp (DECK) is a reasonably priced footwear company facing tariff uncertainties but poised for potential growth, especially with its Hoka brand.
Read the full thesis - June 2025
Lyft is a ride-hailing company with significant revenue growth and a new management team, making it a potentially promising investment despite past losses and competition from Uber.
Read the full thesis - March 2025
Alphabet is an attractive investment due to its competitive positioning in tech, reasonable valuation, potential benefits from regulatory changes, and relatively better exposure to market challenges compared to its peers.
Read the full thesis - March 2025
Everus Construction Group is a steadily growing infrastructure builder with a strong revenue backlog, but faces risks from market inefficiencies and potential downturns in demand due to reliance on renewable energy tailwinds.
Read the full thesis - March 2025
Sonoco Products is an appealing investment due to its consumer packaging business, attractive valuation, and potential for debt paydown despite tariff risks in metal imports.
Read the full thesis - December 2024
Portillo’s is a beloved Chicago-based restaurant chain facing growth limitations in its home market, but it shows potential for expansion, especially in the Sun Belt, with positive cash flow and impressive sales per restaurant.
Read the full thesis
Letter archive · 5
2025
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