@dipinvest · Long DAN · The Analysts

Sometimes we don’t look at second or even third-order effects. We focus on what’s in fashion, while the trends behind the trends often trade at a discount to their intrinsic value, and we’re not even aware of it. Danieli is a good example of this.

Temple Capital@dipinvest

$DAN| Danieli’s vertical integration is a real moat: ABS gives it a live lab to test and prove technology before selling it globally. Better execution, lower customer risk, and the company is trading cheap.

Read asLong DAN

Since the call—

unrankedThe analyst's rank today

High · 0.90Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

39% of the basket · day 19fades out by Nov 11

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#89

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