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Value Talk - Center for Value Investing Alumni > General Category > Value Investing News > [VIN] Corsair Capital's Investment Thesis on Aperam

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Author Topic: [VIN] Corsair Capital's Investment Thesis on Aperam  (Read 29 times)
valueBOT
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« on: February 01, 2012, 03:00:03 AM »
Corsair Capital's Investment Thesis on Aperam
 


     
   
 
Earlier today we posted up hedge fund Corsair Capital's Q4 letter.  We're also posting up an addendum from their letter: their investment thesis on Aperam (AMS:APAM), a core holding.
In summary, the hedge fund likes this stainless steel manufacturer as it "offers investors over 200% potential...

   
           
                     
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http://www.valueinvestingnews.com/corsair-capital039s-investment-thesis-aperam
 
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