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Middle Coast Investing

Dec 2024 → Jun 2026 · Publishes quarterly

Our archive holds 6 letters from Middle Coast Investing, behind 10 investment theses and positions in 41 companies. Every quote below is copied verbatim from the letter it came from.

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Middle Coast Investing’s own letters page
6
Letters
41
Companies
10
Moves
10
Theses

What they bought and sold · 10 moves

Companies held · 41

Every company Middle Coast Investing has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 10

  • PagSeguro Digital Ltd.
    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
  • Air Lease Corporation
    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
  • Corpay
    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.

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  • TFS Financial Corp.
    September 2025

    TFS Financial is a small bank offering an 8%+ dividend and benefits from rate cuts, serving as a bond proxy in portfolios.

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  • Deckers Outdoor
    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.

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  • Lyft
    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.

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  • Alphabet
    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.

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  • Everus Construction Group
    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.

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  • Sonoco Products Company
    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.

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  • Portillo's
    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 · 6

2026

2025

2024

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