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← @benclaremon

$OEC

BULLISH2023-12-08
By horizonMaturing · ~0 trading days to go
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Original post
Ben Claremon · 2023-12-08

[Compounders Podcast Clip] Throughout our interview, Harvey Partners' CIO Jimmy Schwartz and I discussed the concept of looking for companies at inflection points. In this clip, he discusses one such company he owns, Orion SA ($OEC), which Jimmy believes is near multiple cash flow inflection points that the market may not be appreciating. Full interview here: https://t.co/YhLSUTJpL6

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