Grau Raset retweetledi
Grau Raset
1.8K posts
Grau Raset
@rasetgrauu
Teenager. Micro/Small caps since age 15. Now 19. Building @HuntingBaggerz
Catalonia, Spain 🇪🇸 Katılım Ağustos 2022
347 Takip Edilen807 Takipçiler
Grau Raset retweetledi
Good morning, or good afternoon to those already on that side of the world.🌞🌑
Part II of the thesis goes live today.
Available at 18:30 CEST / 12:30 PM EDT.
Have a great rest of the day. ☕️
Hunting Baggers@HuntingBaggerz
Just uploaded Part 1 of one of the most interesting companies we've come across in a long time, and we think you'll enjoy this one. A British C-UAS company trading at <8x EV/EBIT. Divesting non-core assets. Management fully aligned. Catalysts approaching. It took a few late nights and a flight. Hope it's worth your time. Check it out ⬇️
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Por fin puedo contaros algo que me hace una ilusión enorme 🎓
Después de la acogida del curso de Claude, os dije que quedaban noticias por salir. Aquí va la más grande:
He participado en el diseño del nuevo Máster en IA aplicada de Visual Faktory junto a la UTAMED y voy a ser profesor del módulo de IA aplicada a finanzas.
Pero ojo porque este máster no es solo finanzas: Cubre marketing, operaciones, redes sociales y lo más potente, construir tus propios agentes y automatizaciones.
Todo desde las bases y aplicable a cualquier sector 🔧
Mañana a las 19:07 es la presentación en directo (gratuita) y se abren las plazas al terminar 🚀
Si tenéis cualquier duda, escribidme.
ID Research | Sergio@ID_Research_
Español
Grau Raset retweetledi
1: It was an absolute pleasure having you all there and thank you for the kind words. What started as an undergraduate national stock competition has truly turned into an international one!
2: You really shouldn't post pictures of me with my shirt off.
Grau Raset@rasetgrauu
Two months ago, I flew to Fort Worth 🇺🇸 to pitch one of the most undervalued companies I’ve come across this year in front of @AltaFoxCapital. My team and I placed 2nd at the Alta Fox Stock Pitch Competition 2026 — against some seriously strong competition. 🥈 Today, we published Part 1 of the full thesis on @HuntingBaggerz A 140-year-old British company quietly building the future of naval counter-drone systems. Sole-source supplier to the US Navy. Systems used by 40+ navies, including Canadian destroyers. Operational in Ukraine. Trades at <8x EV/EBIT, with zero analyst coverage, £35m in net cash, and no debt. CEO is actively buying shares. One of the few remaining deep-value anomalies in defence. One of the most exciting companies I’ve ever dug into — and we genuinely think it’s mispriced. Part 2, with the full numbers and upcoming catalysts, drops next week. 👇 A huge thank you to Connor and the entire Alta Fox team. Fort Worth is a beautiful city, but what truly made the trip special was the warmth and professionalism of everyone we met. Connor is, without a doubt, one of the best hedge fund managers out there — and the fact that he actually does this for young people speaks for itself. It was an honor to be there. We hope to return soon.
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Two months ago, I flew to Fort Worth 🇺🇸 to pitch one of the most undervalued companies I’ve come across this year in front of @AltaFoxCapital.
My team and I placed 2nd at the Alta Fox Stock Pitch Competition 2026 — against some seriously strong competition. 🥈
Today, we published Part 1 of the full thesis on @HuntingBaggerz
A 140-year-old British company quietly building the future of naval counter-drone systems. Sole-source supplier to the US Navy. Systems used by 40+ navies, including Canadian destroyers. Operational in Ukraine. Trades at <8x EV/EBIT, with zero analyst coverage, £35m in net cash, and no debt. CEO is actively buying shares. One of the few remaining deep-value anomalies in defence.
One of the most exciting companies I’ve ever dug into — and we genuinely think it’s mispriced.
Part 2, with the full numbers and upcoming catalysts, drops next week. 👇
A huge thank you to Connor and the entire Alta Fox team. Fort Worth is a beautiful city, but what truly made the trip special was the warmth and professionalism of everyone we met.
Connor is, without a doubt, one of the best hedge fund managers out there — and the fact that he actually does this for young people speaks for itself.
It was an honor to be there. We hope to return soon.
Hunting Baggers@HuntingBaggerz
Just uploaded Part 1 of one of the most interesting companies we've come across in a long time, and we think you'll enjoy this one. A British C-UAS company trading at <8x EV/EBIT. Divesting non-core assets. Management fully aligned. Catalysts approaching. It took a few late nights and a flight. Hope it's worth your time. Check it out ⬇️
English
@AltaFoxCapital @jd_quinterof @fgp_24 Oops, wrong account — the actual Hunting Baggers account is @HuntingBaggerz 😅
Classic “posting from the wrong window” moment…
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Grau Raset retweetledi
Sole-source supplier to the US Navy. 40+ navies. Canadian destroyer programme (15 ships). Counter-drone systems operational in Ukraine.
Trades at <8x EV/EBIT. >40% ROIC. £35m net cash. No debt. Zero analyst coverage.
60% discount to closest peers. CEO buying shares in the open market. Repeatedly.
Part 1 of the deep dive is now live on Substack. 👇👇
open.substack.com/pub/huntingbag…
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Grau Raset retweetledi
Just uploaded Part 1 of one of the most interesting companies we've come across in a long time, and we think you'll enjoy this one.
A British C-UAS company trading at <8x EV/EBIT. Divesting non-core assets. Management fully aligned. Catalysts approaching.
It took a few late nights and a flight. Hope it's worth your time.
Check it out ⬇️
Hunting Baggers@HuntingBaggerz
Sole-source supplier to the US Navy. 40+ navies. Canadian destroyer programme (15 ships). Counter-drone systems operational in Ukraine. Trades at <8x EV/EBIT. >40% ROIC. £35m net cash. No debt. Zero analyst coverage. 60% discount to closest peers. CEO buying shares in the open market. Repeatedly. Part 1 of the deep dive is now live on Substack. 👇👇 open.substack.com/pub/huntingbag…
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Grau Raset retweetledi
Today, we release Part 1 of our most in-depth thesis to date: the invisible supplier behind Western naval C-UAS. ⚓️
From coal mines to a critical NATO contractor, this is one of the few remaining deep-value anomalies in the sector.
Despite its sole-source US Navy status and taking market share from giants, it trades at a 60% discount vs its closest peers. With the CEO buying shares just 2 days ago and a non-core divestment looming, the catalysts are aligned.
Part 1: History, Context, and AGM Insights.
📅 Today @ 14:30 UTC. (Part 2 follows next week).
Stay tuned. ⚔️
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I know everyone is focused on the current macro environment, but…
Any interesting sub-$5B market cap stocks worth researching?
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Grau Raset retweetledi
Italy, France, Spain and the Netherlands are sending warships to Cyprus. HMS Dragon arrived off the island this week.
Every one of those ships carries close-range gun systems specifically designed to engage the drone threat Iran has been deploying across the Gulf for the past month.
There is a British company whose systems are on those ships right now, actively defending against Iranian drones, trading at a 60% discount to its closest defence peers. 🇬🇧🇮🇷
Debt-free. Nearly 20% of its market capitalization in cash. Revenue visibility through 2040. Awarded a major naval contract this week, and yesterday its CEO bought shares on the open market.
Zero analyst coverage. Nobody is writing about it.
Tomorrow we are. 14:30 UTC 🎯
Any guesses?
defensenews.com/global/europe/…
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Theses images have me leaning more towards surface drone
NOELREPORTS 🇪🇺 🇺🇦@NOELreports
A Thai-flagged cargo vessel, Mayuree Naree Bangkok, was attacked near the Strait of Hormuz on March 11, leaving 3 of its 23 crew missing. The ship had departed Dubai and was heading to India when struck near its stern. #Iran
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I beg to differ. When you are disciplined and follow the process, nothing will affect you, not even a Covid-kind of crash. Cheers 🫶
Nick Drendel@NickDrendel
All swing traders died on October 10th and are in purgatory until our faits are decided.
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Each drone Iran makes costs $35,000.
Each Patriot PAC-3 missile used to shoot them down “costs” $3.7 million.
Do you see the problem here?
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