Olin Corporation
Olin
position
long
Christopher Bloomstran, Semper Augustus
Thesis
Olin has been a strong performer in the portfolio, and the ability to move capital around based on intrinsic value allows for maintaining a low overall portfolio valuation.
Did it work?
inconclusive
confidence: low
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 statement about Olin's performance and capital allocation does not provide enough evidence to determine the success of the investment. Therefore, the confidence in this assessment is low.
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