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…
ARR Investments On A Contrarian Play: Long Thesis For The Most-Shorted Austrian Stock
Michelle deBoer-Jones
Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.