Attendees heard three exclusive stock ideas at Contrarian Investor Virtual Conference V on Dec. 17. Presentations and recordings were made available to attendees but are now being released to the general public. The next iteration of the Contrarian Investor Virtual Conference will be held next month. Tickets are available through our subscription plan.
- Matt Zabloski of Delbrook Capital presented on Torex Gold Resources, which trades on the Toronto Stock Exchange under ticker symbol TXG and in the U.S. under TORXF on the pink sheets. “At the current spot gold price, TXG is trading at half the value of its peers,” making for the widest point ever for the implied discount to spot gold. “We believe this valuation gap will close in the coming months.” Read the presentation here or watch the video below.
- Christian Putz of ARR Investment Partners gave a presentation on S&T AG, an Austrian “internet-of-things and Industry 4.0” company. S&T trades on the Frankfurt Stock Exchange under ticker symbol SANT. Read the presentation.
- Sean Stannard-Stockton of Ensemble Capital presented on First American Financial (NYSE:FAF). Read the presentation here or watch the video below.
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