Invest For Kids: Scott Ferguson On Lanxess

Jacob Wolinsky

Published onNovember 8, 2022

The following are notes from Scott Ferguson's presentation at the 14th Annual Invest for Kids Virtual Conference. The Invest For Kids conference features presentations from well-known investment managers who present their market views and best investment ideas in concise 15 minute segments.

Q3 2022 hedge fund letters, conferences and more

Scott Ferguson, Sachem Head Capital Management

Lanxess: german chemical company
Consumer protection, speciality additives, advanced intermediates
Sells speciality chemicals, less cyclical– shifted from lower value assets: rubber, nylon, etc
Sold high performance materials to advent international: looks more expensive than it is
Priced for recessionary draw down due to german gas cutoff
HPM transaction between Lanxess, DSM, Advent International, Engineering Plastics JV
- Creates large amount of...
  
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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

Invest For Kids: Scott Ferguson On Lanxess

Scott Ferguson, Sachem Head Capital Management

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