8% Value Activist

8% Value Activist

Ideas

Bonus Idea #2

Can conglomerates close their discounts?

8percentpa's avatar
8percentpa
Jul 04, 2024
∙ Paid

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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