Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood

Owner/operators and constructivist activism at CTT, Leonardo and Swatch with Steven Wood | S07 E16 – The Acquirers Podcast

Market views

Bullish

OWNEROPERATORS— Owner-operator companies are currently trading at a discount to the index, despite historically commanding a premium. This presents a potential investment opportunity based on decades of research.
SWATCH— Luxury watch brands, particularly Swatch, are trading at historically low valuations, presenting a rare opportunity. The company's brands are well-positioned to capitalize on Gen Z preferences for fashion-oriented watches.
ECOMMERCE— The e-commerce sector shows potential growth, with postal companies playing a significant role in deliveries due to their established infrastructure and density.

Bearish

SMARTWATCH— Smartwatch sales, particularly Apple Watch, have been declining for four years. This trend is attributed to changing preferences, especially among Gen Z consumers who are less interested in smartwatches.

Not investment advice.