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    Dennis Chua

    Senior Analyst at Repertoire Partners

    Dennis Chua is a Senior Analyst at Repertoire Partners, specializing in equity research and long-short investment strategies with a focus on technology and industrial sectors. He has covered prominent companies during his tenure, drawing on experience from his previous roles at D.E. Shaw as an investment analyst and at Goldman Sachs as an investment banking analyst, with internships at Tiger Management and Triarii Capital further sharpening his expertise; however, specific performance metrics or firm-level rankings are currently not publicly disclosed. Chua started his investment career after graduating summa cum laude in Chemical and Biomolecular Engineering from Cornell University, ranking first in his class and being named a Merrill Presidential Scholar, later pursuing his MBA at Harvard Business School where he served as co-president of the HBS Investment Club. His professional credentials include a solid analytical background, though details of FINRA registration or securities licenses are not publicly available.

    Dennis Chua's questions to AMBAC FINANCIAL GROUP (AMBC) leadership

    Dennis Chua's questions to AMBAC FINANCIAL GROUP (AMBC) leadership • Q3 2024

    Question

    Inquired about the rationale for accelerating the share buyback, whether Everspan is tracking ahead of its full-year guidance, and whether the long-term EBITDA target is conservative or a stretch goal.

    Answer

    The buyback was accelerated due to progress on the legacy business sale and the attractive stock price. Everspan is tracking well towards its annual guidance despite some expected Q4 moderation. The long-term EBITDA target is considered achievable, driven by organic growth and the planned buyout of non-controlling interests in MGAs.

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    Dennis Chua's questions to AMBAC FINANCIAL GROUP (AMBC) leadership • Q3 2024

    Question

    Dennis Chua of Repertoire Partners inquired about the rationale for accelerating the share buyback program, whether Everspan's performance is tracking ahead of its full-year guidance, and if the 2028 EBITDA target should be considered a stretch goal.

    Answer

    President and CEO Claude LeBlanc explained the share buyback was accelerated due to significant progress on the legacy business sale and the attractive dislocation between the company's perceived value and its stock price. CFO David Trick noted that Everspan is tracking well against its guidance, though some Q4 moderation is expected due to seasonality and the exit of certain programs. Trick also stated the $70-$80 million EBITDA target is not a stretch goal, driven by organic growth, while LeBlanc added that buying out non-controlling interests in MGAs is another key lever to achieve the target.

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