Company Commentary: Bangalore Airport IPO as a Catalyst for Repricing
"So it's in the NAV just to clarify they have it's in the books for 2.6 billion, I think it's worth more than four. But if you think longer term, like really longer term, it could be worth so much more. I think you're talking about 110 million people per year, and if you just do the math, 110 times 100 gets to 10 billion. I don't think in this excessively hyped Indian stock market this is crazy; 4 billion is conservative. I think you can get to five or six on 4 billion, if you assume that the current share price is 17 and the NAV is 21."
Michael Fritzell provides a valuation commentary on Fairfax India, emphasizing that the market is undervaluing its net asset value. He explains that if the company, largely driven by the Bangalore International Airport asset, trades at around 4 billion, the share price could reprice from its current levels ($17, NAV $21) to around $32 per share, making the upcoming airport IPO a critical catalyst.
Company Commentary: CoreWeave Rally on AI Deal
"let's go to CoreWeave, guys, because this one up 16.5% at its highs today, finishing the day with a gain of just shy of 12%... it kind of diversifies business away from Microsoft."
CoreWeave is highlighted as a significant gainer driven by a landmark deal to supply Meta Platforms up to $14.2 billion in computing power and by expanding its customer base beyond Microsoft.
COMM Trade Call
"C-O-M-M. This one I bought a ton of. It was a top 2025 second half pick on June 15th, trading at $5 and now over $16 in three months with gains reaching around 300%."
A trade call for COMM highlighting a dip-buy opportunity that resulted in a dramatic 300% gain over a short period.
Comscope Holding Shows Strong All-Around Fundamentals
"Our second stock is Comscope Holding, ticker symbol COMM. ... Looking at the factor grades, green across the board with Bs and As, and it has a quant strong buy."
Comscope Holding (COMM) is presented as a strong pick from the quant system. The company displays solid factor grades across value, growth, profitability, momentum, and revisions. It benefits from strong industry tailwinds such as robust demand in data center infrastructure. The recommendation is derived from a blend of metrics that signal its competitive positioning, making it an actionable trade idea.
Company Commentary: Netskope IPO Strong Debut
"Netskope, the cybersecurity unicorn priced at the top end of its raised range, $19 a share and then immediately rose 18% in its first day and then today, its second day of trading was up another 6% or 7%."
Speaker 0 highlights Netskope's impressive IPO performance with strong first and second day gains, underscoring robust market sentiment towards tech IPOs in the cybersecurity space.
Strong Buy on COMM (Commscope)
"C-O-M-M. Quant score? Strong buy. I bought a ton of it at $14.49 and it’s ranked number one out of 40 in its industry."
The speaker highlights COMM as a strong buy with a referenced entry at approximately $14.49 and exceptional quant ratings, suggesting substantial upside potential based on its recent performance.