The fifth Contrarian Investor Virtual Conference is in the books, and one of the presenters was Christian Putz of ARR Investments. He presented his long thesis for S&T, which is the most-shorted stock in the Austrian market.
Q3 2020 hedge fund letters, conferences and more
What's there to like about S&T?
Putz explained that the company is a leading supplier for the Internet of Things (IoT) and Industry 4.0. It's a one-stop shop for full-stack solutions for clients to upgrade their operating systems, including follow-up maintenance and customization. He also said the company has very sticky clients.
The Industry 4.0 concept started in 2010 and has enjoyed a compound annual growth...
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