PERSON DIRECTORY
Christian Olesen
Christian Olesen appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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UK Homebuilders with Christian Olesen from Olesen Value Fund
Bellway trades at 0.89x tangible book versus its historical 1.25-1.3x range, while book value continues growing despite completions remaining roughly 35% below pre-rate-shock levels.Limited London exposure, post-GFC land discipline, and improving buybacks and balance-sheet efficiency support a potential recovery and rerating, though UK macro weakness and affordability remain key risks.