Ascentech with Stone Sentinel Capital
Under the radar super interesting idea
On the podcast this month is Marcel Gozali, founder of Stone Sentinel Capital. We discuss Ascentech, a Citrix distributor with c.8x P/E and c.6% dividend yield. Under the radar with zero analyst coverage and consistently outperforming company guidance!
In the episode, Marcel points out that the Japanese version of the company's website (using Google Translate) contains far more information than the English version. Management also publishes detailed IR videos on YouTube that can be auto-translated into English. Link to the videos: https://www.ascentech.co.jp/ir/movie.html
If you enjoyed hearing Marcel’s investment process and idea, you’ll enjoy the 3rd FatAlpha Value Online conference I’m hosting on October 22-23 where 12 professional investors will present their highest-conviction ideas over 2 days.
The Early Bird price is €99 until June 30.
The goal is simple: thoughtful investors sharing their best ideas, followed by live discussion. Replays will be available to watch again any time.
• 12 LIVE pitches with audience Q&A
• 4 networking sessions
• Replay access to all presentations
• Private WhatsApp discussion group and forum access
• Early bird bonus: 6 recordings from prior events
More details: https://fatalphavalue.com/online
Marcel Gozali heads Stone Sentinel Capital. Previously, he founded investment partnerships between 2017 and 2021, focusing on global public equities and a strategy grounded in his unique principles inspired by value investing. Marcel spent 15 years in equity research, credit research, portfolio management, and asset allocation across investment banks, hedge funds, and family offices. Originally from Singapore and Indonesia, he graduated from Columbia Business School with an MBA and from Carleton College with a BA in Economics. At Columbia Business School, he participated in the Value Investing Program, a selective program for investors. He is a CFA Charterholder
Marcel also wrote a book! It’s called “Wisdom, How to Think and Judge Well in an Uncertain World”. Click here to find it on Amazon.
You can reach out to him via his website (here).
YouTube
Spotify
Apple Podcasts (click here)
What do you think of Ascentech?
Let me know in the comments!
Have a great weekend,
Sophocles
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