Calls
1
u/Anceradi
Reddit r/ValueInvesting
Win Rate
100.0%
return
+3.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 26
$16.26
+3.3%
Author argues Tikehau Capital trades at a discount to its €3.1bn equity (P/B around 0.9 versus roughly €2.8bn market cap), effectively giving investors its €51bn AUM asset-management business for free. Catalysts cited are AUM growth toward €65bn and FRE toward €250m by FY2026, a 5% dividend, aggressive buybacks, and exposure to EU sovereignty, defense/cybersecurity, and private-credit retail trends. Main stated risks are hidden write-downs in real estate and private equity, plus a complex holding-company valuation, though the author believes low private-debt defaults and rising exits mitigate asset-value fears and a rerating will eventually occur.
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u/Anceradi has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: TKO.PA.
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