Twin Disc, Inc.
TWIN
position
long
Mario Gabelli
Thesis
Twin Disc is producing a transmission dedicated to fracking, which is a critical component in the shale industry. The stock was at $11, and with approximately 12 million shares, it presents a potential investment opportunity.
Did it work?
inconclusive
confidence: low
While the stock has appreciated by 116.5%, the time elapsed since the pitch is unknown, making it difficult to assess whether this return aligns with the thesis's expected timeline for growth. Without a clear timeframe, we cannot definitively conclude if the investment thesis has fully played out or if this return is merely short-term noise.
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