Hedge fund manager, value, contrarian

Bunzl Plc: A Diamond In The Rough With 20-25% Upside

Bunzl Plc (OTCPK:BZLFY) is a compelling long-term investment opportunity with some powerful short-term catalysts for an immediate upside of at least 20-25% in our opinion. We will show the valuation and mis-pricing of this company by simple FCF (free cash flow) analysis towards the end of this article to prove our point. As value investors ourselves, we think FCF is the best measure of valuing any particular investment. As a matter of fact, the upside could even be greater under a blue sky scenario but we have remained conservative and have performed valuation using current metrics of the firm in this tough economic environment. Although the stock has done very well over the last 10 years, investors seemingly...

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