When considering potential investments, some companies might seem more interesting than others. However, one under-the-radar e-commerce play could offer significant upside in the long term — if the problems can be fixed. Ravi Paidipaty of Freestone Grove Partners believes they will be.
At the recent Sohn San Francisco conference, Paidipaty presented his thesis for International Paper.
International Paper
International Paper is the largest manufacturer of cardboard boxes in America with a roughly 30% market share. That's about 50% more than the second-biggest box manufacturer. Paidipaty noted that the cardboard box space has seen significant consolidation over...