Archive - Bebop Value

PANDORA A/S (PNDORA.CO)

A Danish luxury brand jewellery company with high 35%+ return on capital, buybacks and steady growth selling at a 22.5x P/E, 14.5x EV/EBIT and ~36…

Dec 31, 2024 •

November 2024

JERONIMO MARTINS (JMT.LS)

A family-owned and run Portuguese retailer that owns Biedronka and Hebe in Poland. It's trading at a 17.4x P/E, 11.6x EV/EBIT and 50% below the…

Nov 20, 2024 •

June 2024

SANRIO COMPANY (8136.T)

A family-controlled and run brand company behind Hello Kitty with a powerful moat and feedback loops going through a successful turnaround and trading…

Jun 18, 2024 •

AUTO PARTNER S.A. (APR.WA)

A founder-led and owned Polish auto parts disruptor with exclusivity contracts, selling for a P/E of 14.4, EV/EBIT of 10 and and a 50% discount to…

Jun 8, 2024 •

March 2024

Cake Box - Where are we now?

Update on Cake Box - fundamentals, future, valuation and portfolio.

Mar 29, 2024 •

Eurosnack - Where are we now?

Update on Eurosnack - fundamentals, future, valuation and portfolio.

Mar 9, 2024 •

February 2024

Dino Polska - Where are we now?

Update on Dino - fundamentals, future, valuation and portfolio.

Feb 19, 2024 •

January 2024

WITTCHEN S.A. (WTN.WA)

A founder-led and owned Polish producer of leather goods specialised in suitcases and travel accessories., selling for a P/E of 7, EV/EBIT of 5.6 and…

Jan 3, 2024 •

November 2023

4MASS S.A. (4MASS.WA)

Polish insider-owned nano cap producer of hybrid nail polish, skin & face care and professional cosmetic products with 2 moats, selling for less than…

Nov 2, 2023 •

October 2023

The Brighton Pier Group (PIER.L)

Insider-owned nano cap that owns the famous Brighton Palace Pier in England trading for less than 3 times normalised earnings and ~64% below its Sum of…

Oct 6, 2023 •

September 2023

Monnari Trade S.A. (MON.WA)

Polish founder led and owned micro cap trading at 66% of NCAV, EV/EBIT of 5.11x, and p/b of 0.58x amidst a new buyback programme, insider buying, and…

Sep 19, 2023 •

Dr. Martens PLC (DOCS.L)

A growing small cap with a 20%+ ROIC and the owner of the famous Dr. Martens brand selling for a P/E of 12.2x and an EV/EBIT of 11.1x amidst planned…

Sep 5, 2023 •

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