Trubar: Opportunity In A Misunderstood But Great Brand After A Sell-Off

Group 1 - The company Korwell Capital was founded with support from a former employer and focuses on value investing, influenced by notable investors like Buffett, Greenblatt, and Lynch [1] - The investment strategy emphasizes finding stocks with a tangible margin of safety or significant discounts to long-term earning power, particularly in cases of egregious undervaluation [1] - The research approach includes a granular understanding of business models and their positions in the industry's capital cycle, which aids in identifying hidden tail risks [1] Group 2 - The company prefers investing in firms with sustainable competitive advantages and management that aligns with shareholder interests [1] - There is an occasional focus on cyclical or turnaround situations that offer downside protection and a strong chance for reversal, with an emphasis on sharing overlooked data and unique perspectives [1]