Bebop Value

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Wise plc (WISE.L)
 • Paul
The Brighton Pier Group (PIER.L)
 • Paul
DP Poland Plc (DPP.L)
 • Paul
Tarczynski S.A. (TAR.WA)
 • Paul
4MASS S.A. (4MASS.WA)
 • Paul
JERONIMO MARTINS (JMT.LS)
 • Paul
Inter Cars S.A. (CAR.WA)
CEE auto parts market leader growing its market share in a highly fragmented and consolidating market. This underfollowed Polish compounder providing an…
 • Paul
Domino's Pizza Group plc (DOM.L)
A 40% and growing market share business with a strong moat selling for a P/E of 10x. The competitors are closing stores while Domino's keeps growing and…
 • Paul
Cake Box Holdings plc (CBOX.L)
Founder owned and led niche monopoly business selling for a p/e of 16.
 • Paul
TOYA S.A. (TOA.WA)
Insider-owned small cap low-cost importer of electric and hand tools buying back shares, selling for a p/e of 8.3x , EV/EBIT of 7x and with a good…
 • Paul
PANDORA A/S (PNDORA.CO)
A Danish luxury brand jewellery company with high 35%+ return on capital, buybacks and steady growth selling at a 22.5x P/E, 14.5x EV/EBIT and ~36…
 • Paul
JERONIMO MARTINS (JMT.LS)
A family-owned and run Portuguese retailer that owns Biedronka and Hebe in Poland. It's trading at a 17.4x P/E, 11.6x EV/EBIT and 50% below the…
 • Paul
SANRIO COMPANY (8136.T)
A family-controlled and run brand company behind Hello Kitty with a powerful moat and feedback loops going through a successful turnaround and trading…
 • Paul
Bebop Value
Bebop Value
This is where I publish all my analytical/investment work.
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