YPF S.A.
YPF
position
long
Craig Effron
Thesis
YPF was mentioned as an oil company that had seen a decline in its stock price from $27 to $15, indicating a potential opportunity for recovery.
Did it work?
worked
confidence: high
The stock price of YPF increased by 224.5%, indicating a significant recovery from the decline mentioned in the thesis. Given that the pitch was long and the price performance has substantially exceeded the initial price of $15, the thesis has clearly played out successfully.
Raw excerpt
No raw excerpt stored.