BASF (XETR: BAS)
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What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage.13 March