Is anybody familiar with an italian company called NewPrinces, which owns and acquires food brands? Here is some analysis of the company. I find it interesting and opened a position recently.
Investment case: https://clubqualityvalue.substack.com/p/newprinces-investment-case-update
Valuation: https://clubqualityvalue.substack.com/p/newprinces-ipo-valuation-update-post