Vantage Point Search -- Weekly Learnings

At Vantage Point Search, we hold weekly meetings to share insights and assess risks. This week, I learned that larger companies dominate media and investment flows, leaving strong, undervalued smaller firms overlooked. With persistently high interest rates, investors hoard cash or shift to hard assets, compressing valuation multiples. This + impacts gap equity post-LOI, as cautious capital seeks alternative assets in mid- and small-cap firms, which are positioned for a sharper rebound.

@Amir Abed Rabo @Abdelrahman Hussien @Ryan Dadoo