Spotify Technology SA (SPOT)

Spotify Technology SA (SPOT) - ValueXVail 2019

This text provides an analysis of Spotify’s position in the music industry and its potential for growth and valuation. It highlights Spotify’s disruptive influence, its benefit to artists by removing intermediaries, and its focus on curation and discovery, which sets it apart from competitors.


TOBII AB - ValueXVail 2019

The provided text mentions two charts from the 2017 Annual Report that were not updated in the 2018 Annual Report.


YumChina - ValueXVail 2019

Yum China Holdings, Inc. (YUMC) is a prominent restaurant company in China and is undervalued due to its US-only listing. It exhibits strong profitability, with high margins, no debt, and robust free cash flow.

Peak Car

Peak Car - ValueXVail 2019

The text discusses the investment thesis for KAR Auction Services (KAR), highlighting the potential for significant value and upside in the stock.

Target Hospitality (TH)

Target Hospitality (TH) - ValueXVail 2019

In a recent presentation by Target Hospitality (TH), key insights were shared about the company’s business model, market position, and growth prospects.

Risks & Opportunities in the Battery Supply Chain

Risks & Opportunities in the Battery Supply Chain - ValueXVail 2019

The data provided emphasizes the growing demand for lithium and batteries, particularly in the electric vehicle (EV) industry. However, it also highlights challenges such as lagging production and refining capacity, concentration of resources in China, and the need for diversified supply chains.


Grubhub - ValueXVail 2019

In summary, the report suggests that Grubhub, a leader in the US food order network market, is undervalued and positioned for growth.


BSTC - ValueXVail 2019

Based on the provided information, it appears that Biospecifics is a company that receives a 12.5% royalty on net sales of Xiaflex, a drug used for the treatment of Peyronie’s Disease (PD) and Dupuytren’s Contracture (DC).