This post is going to be different.
For the 1st time, I’m going to post an investing thesis… that’s not mine. This comes from a reader of SG TTI.
I have had many readers who have emailed me, many have shared their own personal investing thesis. Thank you for all the ideas. Whether I agree with them or not is not important, I enjoy understanding the thought process of others. I greatly appreciate them.
I enjoy discussing any ideas, particularly if I have some knowledge of the company and/or industry.
This investing thesis is one such example. It intrigued me enough to drop everything else, and dive deep to analyze this company.
For those of you whom I’ve promised to write an investing thesis on a particular company, I’ll get down to it. I apologize for the delay.
This investing thesis is written by Alain T.
Reproduced here, of course, ...
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