Tomorrow, for the first time in a while, there’s a suuuper interesting report coming from CapMan! Sales have been picking up well in Q2, and that super-fast first closing for Infra, in particular, is excellent news. Getting the real estate fund off the ground is also critical. As new sales start to gain momentum, the focus will shift increasingly toward costs. The company should have significant scalability potential, but that requires cost discipline in addition to top-line growth. Historically, this hasn’t been CapMan’s greatest strength, and now the company has a clear opportunity to prove itself in this area as well. It’s worth remembering that if that predicted earnings improvement comes through, the stock is really cheap. 
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