My guest is Marcel Gozali, a full-time professional investor operating out of Singapore. A CFA Charterholder and Columbia graduate, Marcel held various positions within the industry, including managing his own fund. We discussed Grupo Empresarial San Jose SA which is listed in Spain with the ticker GSJ. The construction company has an enterprise value of almost zero due to its large net cash position. In addition, it has a few hidden assets that could add significant value. Check out the YouTube interview below to hear Marcel talk about the idea.
Check out more investment ideas on our podcast page
You reach out to Marcel via his website (stonescap.com) or LinkedIn (linkedin.com/in/marcelgozali)
YouTube video below. Also on Spotify (video/audio) and Apple Podcasts (audio).
Leave a Reply