Calls
1
u/Glum-Surprise2832
Reddit r/ValueInvesting
Win Rate
100.0%
return
+4.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 20
$262.00
+4.8%
The author argues Mitchells and Butlers has a £1.6bn market cap and £1.5bn debt but holds a £4.5bn PPE asset sheet, largely freehold pubs and restaurants, so buying the stock effectively gets the operating business for free. The business remains consistently profitable with a PE around 9, and profits are funneled into property acquisitions or debt paydown rather than dividends or buybacks. The author notes the UK restaurant and nightlife sector is weak from a soft economy and tax increases, which has depressed the share price. Main stated risk is that the author may have missed something in the analysis.
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u/Glum-Surprise2832 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: MAB.L.
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