Company Overview - Vestis Corporation (NYSE: VSTS) has reported stable and predictable revenue growth and has been operating in the same industry for over 75 years, indicating a strong foundation and potential for future growth [1] Industry Insights - The accumulated know-how from over 75 years of operation is expected to accelerate revenue growth in the future, showcasing the importance of experience in the industry [1] Investment Strategy - The focus is on small and medium-cap companies in Europe, the United States, and South America, with an emphasis on mature industries such as mining, oil and gas, and real estate [1] - The investment strategy includes M&A deals, deep value investments, and dividend investing, targeting an internal rate of return of approximately 5%-7% [1]
Vestis: Extremely Undervalued With Stable FCF And 75 Years In The Industry