Christian Ryther presented his in-depth investment thesis on Keysight Technologies (KEYS) at Best Ideas 2015.
Keysight Technologies is the global leader in electronic measurement tools, and recently spun out of Agilent. Its former parent treated it as a cash cow, underinvesting and managing the business sub-optimally. Now independent, Keysight’s management has the right strategy to widen the moat and a track record of driving success at Keysight. The current price offers minimal downside, and at a better than 3:1 upside-to-downside ratio, the stock is attractive. This is a great business with exceptional management, available at an attractive price.
About the instructor:
Christian is an investor focused on excellent businesses with exceptional management teams, whose securities are undervalued. Christian founded Curreen Capital in 2013 having previously worked at NeuStrada Capital, Principled Capital Management and Riva Ridge Capital Management. Christian earned an MBA from the Columbia Business School, where he was selected to join the school’s elite Value Investing Program. Christian holds a bachelor’s degree in economics from Boston College.
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