Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS

Alexander Roepers on constructive activism and concentrated value in $KEX, $AXTA, and $FLS | S08 E09 – The Acquirers Podcast

Mentioned

Bullish

KEX— Kirby Corporation is Atlantic's largest US holding with strong fundamentals in barge business and explosive growth in data center power generation segment.
WFRD— Weatherford is undervalued oil services company with strong performance and potential takeover target for Halliburton.
ELIS— French uniform cleaning company trading at deep discount to US peers with significant upside potential.
VOPAK— Dutch tank terminal operator trading at low valuation with high utilization and potential for share buybacks or takeover.

Not investment advice.