Stratasys: Not Aligned With Shareholders

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About: Stratasys Ltd. (SSYS)
by: Faloh Investment
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Faloh Investment
Long/short equity, Deep Value, special situations
Summary

SSYS invested in R&D for more than 10 years on their mass-scale manufacturing product called Evolve.

With the product ready for commercialization inside 3 years time, they spun off all of the IP to a privately held company.

SSYS retained an undisclosed percentage of minority equity interest. Based on management appearing out of alignment with shareholders, SSYS equity may be overvalued.

Stratasys, Inc (SSYS) is trading right around 20 bucks per share as the stock company has since 2016. I have been following this company since and wrote Stratasys Ltd.: Earnings Cash Hand Over