Nam Lee is cheap $G0I

by It will fluctuate

It would be silly to write at length about a stock when someone else has summarized the investment case in a tweet.

Floris Oliemans tweeted this some weeks ago:

Nam lee pressed metals trading at 4 x ex cash pe, 40pct mgmt ownership, no loss over the past 10 years, 0.85 x net net value, 12pct roic.

There’s not much more to say.

Long $G0I

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