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Sohn San Francisco: This Manager Sees Potential for 150 Percent Upside in this Cardboard Box Manufacturer

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Michelle deBoer-Jones
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Ravi Paidipaty, Freestone Grove Partners - 2024 Sohn San Francisco Conference
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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...

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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.