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DW Partnership @DWPartnership

Private Investment Partnership

Joined January 2023
  • Tweets 747
  • Following 722
  • Followers 890
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DW Partnership@DWPartnership
Feb 16
First Substack is out: a deep value investor’s dream business. More ideas soon. open.substack.com/pub/dwpart…
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New Post Vending Machine Business trading at 5x EV/EBIT with 8% Dividend Yield open.substack.com/pub/dwpart…
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Me Group International PLC #MEGP $MEGP.L - Down 54% over last year (core biz shrinking, second biz growing double digits, delayed accounts due to new audit partner) - FY26 (Oct) EV/EBIT 5x - Div Yield 8% - ROIC 30% Even with no growth this is absurdly cheap.
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- Chairman/CEO tried to take the company private in 2022 at 75p (Still owns 36.5%). -Company put itself up for sale in 2025 but received no attractive offer with the share price trading at 220p at the time. - Share price today is now 100p.
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DW Partnership retweeted
Dividendology
@dividendology
May 18
Berkshire Hathaway now has a cash pile of nearly $400 billion. That's enough to buy any one of these companies outright: $NFLX - Netflix $MRK - Merck $CVX - Chevron $ABBV - AbbVie $UNH - UnitedHealth Group $BAC - Bank of America $KO - Coca-Cola $PLTR - Palantir
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Positive #GETB $GETB.L Trading Update - SmartVault 19% ARR Growth ✅ - AI being a tailwind not a headwind✅ - Workiro returned to growth✅ - No mention of profitability❌ - No mention of sale of SmartVault (Although would've been suprised if mentioned in a trading update)
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New Write Up 25 Year Old Advertisement Middleman with a 24% FCF Yield (Priced for Death) open.substack.com/pub/dwpart…
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SpaceandPeople PLC #SAL $SAL.L - Enterprise Value: £1.8m - Debt free with 50% of Mcap in cash - FY26F Operating Profit: £0.75m - FY26F EV/EBIT: 2.4x I believe in person advertising/experience will become more important in a AI driven new world.
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Positive $DOM.L #DOM trading update. Strong system sales growth which surprised me. Total orders returning to growth is really important as most revenue comes from selling ingredients to franchisees, so more orders = more ingredients needed. I like the continued focus on core.
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Doing some digging into #DOM $DOM.L. 110% of OCF has been returned to shareholders over the last 6 years. 5% reinvested. Should this simply be valued at a cash return yield? Assuming a £104m OCF and all of that returned that's a 10.3% cash yield, with maybe some growth potential?
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Large share repurchases were made from FY21-23 at average price of 349p (91% premium to current) at much higher P/E ratios, this is an example of poor share repurchases which destroyed value. Due to such depressed P/E ratios currently that same mistake cant happen at these prices
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DW Partnership retweeted
Dalius - Special Sits
@InvestSpecial
Apr 21
Some of the best deep value / special sits blogs I've started following over the last 12 months, a mix of private investors and funds, all worth bookmarking 👇 1) @everyonehatesp1: Small & micro-cap ideas with inflection and catalyst-rich trades 2) @MaiusPartners: Deep dives on global value stocks 3) Tactile Find: Alluvial Capital's new fund, LT investing in firms with extraordinary physical assets 4) @DismAssetBkd: Small cap net-net / deep value. 5) @SnowsofNebraska: Special sits focused with a great blog 6) @DWPartnership: Value / special sits leaning fund blog 7) @e_pap4: Microcap investor going through the most obscure deep value bets 8) @JustValue48: Special sits focused in the small/midcap space 9) @RodAlzmann: Special sits focused private investor 10) Illiquid Edge: Obscure, illiquid microcap stocks Anyone I'm missing? Drop names below 👇
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New write up is out: Capital Light Franchisor trading at 5x EV/EBIT with 8% Dividend Yield #DSW $DSW.L open.substack.com/pub/dwpart…
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DW Partnership retweeted
DW Partnership@DWPartnership
Mar 3
New Write Up: SaaSpocalypse survivor? 1.7x EV/ARR with incentive to return £150m to shareholders (Market Cap £35m) #GETB $GETB.L open.substack.com/pub/dwpart…
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DW Partnership retweeted
Computer
@AskPerplexity
Mar 2
After 60 years, Warren Buffett stepped down as CEO of Berkshire Hathway. Greg Abel just published his first shareholder letter. To honor the Oracle of Omaha's legacy, we asked Computer to build something to make sure Buffett's wisdom lives on. Introducing the Buffett Archive.
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DW Partnership retweeted
Yellowbrick Investing
@joinyellowbrick
Feb 25
I added 63 new stock write-ups to the site (pt 2): @DavidDiranko (Monday Monitor) - $ABSO.ST, $ACAD.ST, $ACCO, $HIK.L, $ACEL @DWPartnership - $TON.L @MananaInvesting - $ACIC @IamNGupta8 - $MSGM @semivision_tw - $TSM (update) @Speedwell_LLC - $CPRT (earnings)
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DW Partnership retweeted
DW Partnership@DWPartnership
Feb 24
New Write Up: - 93% Recurring Revenue✅ - 13% FCF Yield✅ - £5m FCF Goal✅ - M&A roll up in a niche sector✅ #REAT $REAT.L open.substack.com/pub/dwpart…
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DW Partnership retweeted
DW Partnership@DWPartnership
Feb 16
First Substack is out: a deep value investor’s dream business. More ideas soon. open.substack.com/pub/dwpart…
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