Smoak Capital
Our archive holds 3 letters from Smoak Capital, behind 4 investment theses. Every quote below is copied verbatim from the letter it came from.
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Theses · 4
- December 2025
Tobila Systems is a Japanese fraud and spam prevention company with a rapidly growing B2B Solutions segment, strong data and carrier moats, exceptional unit economics, and a deeply undervalued cash-generative profile.
Read the full thesis - December 2025
Medical Facilities is monetizing assets at attractive multiples, executing buybacks and tenders, trading at a low EV/EBIT, and offering a high shareholder yield with potential further catalysts.
Read the full thesis - December 2024
FILA is an underappreciated Italian company with a strong portfolio of reputable brands in the arts and stationery sectors, boasting significant growth in sales and EBITDA since its IPO, particularly through its successful Indian subsidiary, DOMS, which is currently undervalued by the market.
Read the full thesis - December 2024
QEP is a flooring installation tools company that has successfully divested underperforming operations, improved profitability, and is now positioned for significant upside with a strong relationship with Home Depot and promising capital allocation strategies.
Read the full thesis
Letter archive · 3
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