8% Value Investhink

8% Value Investhink

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8% Value Investhink
8% Value Investhink
Bonus Idea #2
Ideas

Bonus Idea #2

Can conglomerates close their discounts?

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8percentpa
Jul 04, 2024
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8% Value Investhink
8% Value Investhink
Bonus Idea #2
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The stock we are discussing today is a conglomerate with businesses spanning multiple fields which are seemingly unrelated. The investment thesis is therefore about the how the firm is a beneficiary of today’s macro trends and potential lucrative private equity investments with strong partners.

Scenic shot from the company’s annual report

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