Florian Schuhbauer presented his in-depth investment thesis on Zeal Network (Germany: TIM) at Best Ideas 2016.
Zeal Network is a company in the area of online lottery. It offers consumer-facing lottery-based games as well as B2B solutions. It is one of the cheapest stocks Florian knows, but has a difficult past and operates in a sector that is uninvestable for some investors for ethical reasons. The core “secondary lotteries” business is highly profitable and stable and the statistical downside risk sufficiently hedged. The new primary lotteries and the software/service business offer substantial growth on top.
About the instructor:
Florian Schuhbauer has a strong track record of value creation in public companies. Before starting Active Ownership Fund in 2014, Florian was Partner at Triton Partners since 2010. Previously, Florian held top investment management and business operational positions at AVI/General Capital Group (Partner/Portfolio Manager), Deutsche Post World Net & DHL Global Mail (CFO & Executive VP), Newtron AG (Director Corporate Finance & Investor Relations) and Dresdner Bank / Dresdner Kleinwort Benson. At Active Ownership Fund, Florian is focused on making significant minority investments in a limited number of undervalued small and midcap companies in Northern Europe in order to increase their value through operational, strategic and governance improvements.
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