Added to YB: 2024-12-27
Pitch date: 2024-12-23
SHCO [bullish]
Soho House & Co Inc.
+19.23%
current return
Author Info
Sophon Capital Management is a solo analyst with experience both on the buyside (at a Tiger Grand Cub, long/short hedge fund) and on the sell-side (covering Internet at a Wall Street investment bank) who is scouring the public markets for compounding machines and hidden assets. Sign up for the newsletter.
Company Info
Soho House & Co Inc. operates a global membership platform of physical and digital spaces that connects a group of members in the United Kingdom, the Americas, Europe, and internationally.
Market Cap
$1.7B
Pitch Price
$7.49
Price Target
9.00 (+1%)
Dividend
N/A
EV/EBITDA
12.63
P/E
-21.77
EV/Sales
3.18
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Trade idea #3: Risk arb trade with ~20% spread - Soho House & Co Inc.
SHCO: 20% arb opportunity on takeover offer. Chairman Burkle backing deal, likely shareholder support. Q3 rev $333M (+13.6% YoY), break-even profit. Trophy asset status may attract competing bids. Risk: deal falls through.
Read full article (1 min)