Calls
1
u/DeepValueInsights
Reddit r/ValueInvesting
Win Rate
0.0%
return
+0.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 16
$0.15
+0.0%
TSH Corporation runs whisky bars in Singapore hotels and imports/distributes whisky, trading at 5x earnings, ~5x EV/EBIT and 77% of NCAV. The author argues inventory (whisky bottles and casks bought years ago at lower prices) underpins the asset value, gross margins exceed 70%, and the business has operating leverage from a large fixed cost base. Catalysts include the CEO (ex-KPMG auditor) repeatedly buying shares in the open market, full bank debt repayment enabling a dividend, and a recent takeover of a direct competitor. Main risk is the tiny S$6.39mm market cap, float just above 20% and illiquidity, making it suitable only for a personal account.
Other
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/DeepValueInsights has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: KUH.SI.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
