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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7816 followers
Created: 2024-08-08 07:27:00 UTC

Longleaf on ESR Group $1821 HK

Thesis: ESR Group's strategic shift to a capital-light model and decreasing China exposure, coupled with a potential privatization offer, presents a significant revaluation opportunity

(Extract from their Q2 letter)

![](https://pbs.twimg.com/media/GUX1EkzXgAEg4pU.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1821448006639759498/c:line.svg)

**Related Topics**
[q2](/topic/q2)
[china](/topic/china)
[esr group](/topic/esr-group)

[Post Link](https://x.com/StockCompil/status/1821448006639759498)