Mocon (NASDAQ:MOCO) has an asymmetric risk/reward profile due to its market leading product portfolio and steady growth and margin profile. At current price levels ($16.45), I believe that there is 25% upside with less than 10% downside, and significant upside longer term as the stock moves towards $30. I know you might think MOCO's downside might seem too conservative, but MOCO possesses unusual and significant competitive moats. But before we jump into that, here is a brief summary of the company.
MOCO is a manufacturer of gas and chemical testing products for packaged foods, beverages, pharmaceuticals, and consumer products. The company is broken up into 3 segments - permeation products, package testing products, and industrial analyzers. Permeation, which...
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