Three-minute pitch #2
Asset sales leave behind the company's crown jewel (at a big discount!)
Yesterday, a company in the UK announced that they are selling their main business and retaining their crown jewel software business. This allows investors to buy into a high-quality business at a steep discount to peers.
There is potential for the stock to run once the details of the transaction are fully digested. But, I think there’s enough here for this to be a compelling long-term story. Here’s a quick pitch in the interest of timeliness.
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