Short Ideas Lightning Round

Industrial/Transportation


Publicly traded companies mentioned herein: Advanced Drainage Systems Inc (WMS), Atkore Inc (ATKR), BASF SE (BAS GR), Graphic Packaging Holding Co (GPK), Rockwell Automation Inc (ROK)

Highlights

On January 10, 2024, DeMatteo Research hosted an idea forum with a group of industrial investors. Along with their more comprehensive pitches, the participants shared some companies they are analyzing as potential shorts including BASF, WMS, ROK, GPK and freight forwarders.

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Idea Discussion

Commentor 1 - 2 weeks ago

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Commentor 1 - 2 weeks ago

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