Christina Siegel Malbon, CFA’s Post

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Assistant Portfolio Manager, Patient Capital Management | Advocate for Financial Empowerment & Independence

Check out our latest Quarterly Investment Review to get a better idea of where we think values exist in the markets! Patient Capital Management, LLC $CROX - 13% FCF yield, P/E 8.5x, HEYDUDE stabilizing $RPRX - 8x P/E, low-teens IRR on royalty deals $ILMN - Grail divestment = higher margins, implying market multiple $SDRL - limited supply, increasing demand, large buybacks https://lnkd.in/eGdDqmPf

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Paul Bieber

Versatile Finance Leader - Investor Relations | IPO Readiness | Treasury | Capital Markets | Strategic Finance | ESG

9mo

We are becoming a CROX and Jibbitz household!

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