Owens-Illinois, Inc.
Thesis
The market is currently undervaluing Owens-Illinois due to a focus on short-term earnings rather than its long-term earnings potential. The company is expected to earn $3.00 per share in 2012 and $3.40 the following year, with a strong earnings power exceeding $4. This suggests that the share price could potentially double within the next year.
Did it work?
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The thesis suggests a significant undervaluation based on long-term earnings potential, but without knowing how the market has reacted or the current share price, we cannot determine the outcome. Therefore, the confidence in this assessment is low.
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