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Andrew Brown

Andrew Brown writes public-equity research through the lens of controlling shareholders, including family-, founder-, and management-controlled companies.

https://andrewbrown174150.substack.com/

Mentions39
Posts12
Latest post1 Sept 2026
Safilo Group S.p.A.HAL Trust-1 Sept 2026
DEME Group NVHAL Trust-1 Sept 2026
SBM Offshore N.V.HAL Trust-1 Sept 2026
Koninklijke Vopak N.V.HAL Trust-1 Sept 2026
HAL TrustHAL Trust-1 Sept 2026
Fairfax Financial Holdings LimitedAustralia’s LIC conundrum: a few lessons-31 Aug 2026
MFF Capital Investments LimitedAustralia’s LIC conundrum: a few lessons-31 Aug 2026
PM Capital Global Opportunities Fund LimitedAustralia’s LIC conundrum: a few lessons-31 Aug 2026
The Hongkong and Shanghai Hotels, LimitedEVT Limited: unsealing the treasure trove-24 Aug 2026
EVT LimitedEVT Limited: unsealing the treasure trove-24 Aug 2026
Juventus Football Club S.p.A.Exor: ~57% discount to NAV-22 Aug 2026
Iveco Group N.V.Exor: ~57% discount to NAV-22 Aug 2026
Ferrari N.V.Exor: ~57% discount to NAV-22 Aug 2026
Exor N.V.Exor: ~57% discount to NAV-22 Aug 2026
Virtu Financial, Inc.Virtu Financial: rumoured windfall-22 Aug 2026
TPG Inc.CK Hutchison Holdings (0001.HK)-15 Aug 2026
Hutchison Telecommunications Hong Kong Holdings LimitedCK Hutchison Holdings (0001.HK)-15 Aug 2026
Hutchison Port Holdings TrustCK Hutchison Holdings (0001.HK)-15 Aug 2026
Westports Holdings BerhadCK Hutchison Holdings (0001.HK)-15 Aug 2026
Cenovus Energy Inc.CK Hutchison Holdings (0001.HK)-15 Aug 2026
CK Infrastructure Holdings LimitedCK Hutchison Holdings (0001.HK)-15 Aug 2026
CK Hutchison Holdings LimitedCK Hutchison Holdings (0001.HK)-15 Aug 2026
Economic Investment Trust LimitedE-L Financial Corp (ELF.TO)-9 Aug 2026
Algoma Central CorporationE-L Financial Corp (ELF.TO)-9 Aug 2026
United Corporations OrdE-L Financial Corp (ELF.TO)-9 Aug 2026
E-L Financial Corporation LimitedE-L Financial Corp (ELF.TO)-9 Aug 2026
HBX Group International plcHBX Group International-3 Aug 2026
Virtu Financial, Inc.Virtu Financial-1 Aug 2026
Universal Music Group N.V.Universal Music Group-31 Jul 2026
Manchester United plcIs death the best value catalyst?-24 Jul 2026
Exor N.V.Is death the best value catalyst?-24 Jul 2026
D'Ieteren Group SAIs death the best value catalyst?-24 Jul 2026
Robertet SAIs death the best value catalyst?-24 Jul 2026
The Swatch Group AGIs death the best value catalyst?-24 Jul 2026
VIEL & Cie, société anonymeIs death the best value catalyst?-24 Jul 2026
EVT LimitedIs death the best value catalyst?-24 Jul 2026
Compagnie de l'OdetIs death the best value catalyst?-24 Jul 2026
Fairfax Financial Holdings LimitedIs death the best value catalyst?-24 Jul 2026
The Swatch Group AGSwatch: "have a glass of water to calm down"-22 Jul 2026