Orora Limited
ORA AU
position
long
Jay Petschek & Steve Major ’94
Thesis
Orora, a spin-off from Amcor, has a strong market position and a management team with a proven track record of creating shareholder value. The stock was trading at a low multiple, and we believed it had significant upside potential due to cost-cutting measures and insider buying.
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 thesis mentions potential upside due to cost-cutting measures and insider buying, but without evidence of these factors materializing or affecting the stock price, we cannot draw a conclusion.
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