Tuesday, April 28
Tuesday, April 28, 2026
Everything we published on this day.
3 picks
APG long 2026-04-28 business-model Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
Value Investors Club HHH long 2026-04-28 equities Howard Hughes Holdings INC
Howard Hughes Holdings is pitched as a long in the $60s, with a near-term $90 target and a projected 20%+ IRR.
Value Investors Club NETC short 2026-04-28 consulting Netcompany
Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
Value Investors Club