Investors / stance tracking
What Andrew Martin is saying
Fund manager — Fairlight Capital
4 dated public stances tracked since 2026-06-07, most recently 2026-06-07. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Andrew Martin's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Andrew Martin is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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4
tracked stances
4
themes
0
side flips
2026-06-07
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| DAE | 1 | 1 bullish | 2026-06-07 | |
| MMY | 1 | 1 bullish | 2026-06-07 | |
| SOUTH KOREAN SMALL-CAP EQUITIES / KOREA VALUE-UP PROGRAM | 1 | 1 bullish | 2026-06-07 | |
| VLE | 1 | 1 bullish | 2026-06-07 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-06-07
DAE
bullish
Sunday's Idea Brunch · article
Dong A Eltek trades at a market cap of KRW 123B while its 51%-owned Sunic System subsidiary alone has a market value of KRW 350B — a holding-company discount that is unjustified given the company's good governance, buybacks, and growing OLED/OLEDoS business
“it trades at a very deep discount at a market cap of KRW 123 billion, with the market value of its Sunic System stake currently trading at KRW 350 billion”
Idea Brunch #2 with Andrew Martin of Fairlight Capital
2026-06-07
VLE
bullish
Sunday's Idea Brunch · article
Valeura Energy controls a large share of the shallow Gulf of Thailand oil fields (45-80m depth, jack-up rigs, ultra-low infrastructure cost), produces premium light sweet crude, is growing production, and trades at ~$690M while potentially earning $350M+…
“with the current valuation of $690 million, it could reasonably earn more than $350 million EBITDAX this year”
Idea Brunch #2 with Andrew Martin of Fairlight Capital
2026-06-07
SOUTH KOREAN SMALL-CAP EQUITIES / KOREA VALUE-UP PROGRAM
bullish
Sunday's Idea Brunch · article
South Korea still has pockets of extreme value even after recent index gains, and the government's 'Value Up' program — modeled on Japan's — will pressure companies to close book-value discounts and improve capital allocation
“it still contains some pockets of extreme value”
Idea Brunch #2 with Andrew Martin of Fairlight Capital
2026-06-07
MMY
bullish
Sunday's Idea Brunch · article
Monument Mining remains cheap on most measures as a low-cost gold producer with production continuing to ramp at the Selinsing mine, even though the gold-price tailwind has already driven a large re-rating
“on many measure it still looks pretty cheap”
Idea Brunch #2 with Andrew Martin of Fairlight Capital
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