2022

In a recent presentation by Bireme Capital, the focus was on exploiting investor biases to identify high-conviction investments in undervalued US equities.

Based on the provided text, it seems that the argument being made is that Philip Morris International (PMI) is a strong and undervalued company in the tobacco industry.

The text provides information about Darling Ingredients’ Fuel Segment, specifically focusing on their Diamond Green Diesel (DGD) division.

The thesis presented by Doordarshi Advisors highlights the investment opportunities in Indian equities with the objective of seeking superior long-term capital appreciation.

Based on the provided information, it seems that Green Brick Partners (ticker: GRBK) is a homebuilding and land development company. It acquires and develops land, which it then allocates to various builder subsidiaries.