Pounding The Table For 3 Past Ideas
After a volatile few weeks, these past ideas are looking attractive again
💡 Highlights
3D printing leader Materialise (MTLS) trades at ~7x EBITDA despite solid growth in its medical segment.
Semiconductor firm Silicon Motion (SIMO) offers value as memory chip sentiment swings wildly.
Cabinet maker MasterBrand (MBC) faces headwinds from industry pressures: Why we maintain a bearish outlook.
Aerospace supplier Astronics (ATRO) presents an opportunity for triple digit upside.