Plural
Plural AM
Dec 2024 → Dec 2024
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Plural for every strategy.
Its investment theses
- Jet2Dec 2024Jet2 is a UK holiday package company with strong customer service and management, driving significant market share growth and profitability, currently trading at an attractive valuation with a promising outlook for future earnings.
- Seaport EntertainmentDec 2024Seaport Entertainment is a newly spun-off company from Howard Hughes focused on revitalizing its valuable properties in Lower Manhattan, with an estimated intrinsic value growth projected over the next three years.