Buy Thesis for a Manufacturing Company - June 2020

A buy thesis is a short focused post on the reasons why I am buying a stock. The goal for these write-ups is to illustrate the key value drivers of the investment, what I believe the value is, and where I may be wrong if the investment doesn’t work out.

The primary purpose of these write-ups is to be used as an investment diary. Only by clearly outlining my thoughts in advance can I learn to be a better investor in the future.