christianputz
The fifth Contrarian Investor Virtual Conference is in the books, and one of the presenters was Christian Putz of ARR Investments. He presented his long thesis for S&T, which is the most-shorted stock in the Austrian market. Q3 2020 hedge fund letters, conferences and more What's there to like about S&T?Putz explained that the company is a leading supplier for the Internet of Things (IoT) and Industry 4.0. It's a one-stop shop for full-stack solutions for clients to upgrade their operating systems, including follow-up maintenance and customization. He also said the company has very sticky clie...
ValueWalk
ValueWalk is holding its next Contrarian Investor Virtual Conference on December 17. This time around, Sean Stannard-Stockton with Ensemble Capital, Christian Putz with ARR Investments and Matt Zablonski with Delbrook Capital Management will present. Stannard-Stockton will present his thesis for an under-covered U.S. financial stock, while Putz will offer a company listed in Germany, and Zablonski will talk about a contrarian long idea. Previous Contrarian Investor Virtual Conferences have sent stock prices plunging, so you won’t want to miss the ideas presented at this next conference. You ca...
ValueWalk
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