Buying Dollars for Cents: How São Carlos’ Self-Liquidating Portfolio Offers a Massive Margin of Safety
3G-backed São Carlos offers 2–3x upside. Strategic pivot to asset-light management and REIT spin-offs unlock large discount from hidden asset value.Jan 21, 2026
West Fraser: A Boring Business With Exciting 2-3X Upside And Limited Downside
West Fraser is currently selling for less than half its replacement value.
Nov 13, 2025