Talaat Moustafa: Large Company Facing Huge Macro and Micro Headwinds at High Valuation

This equity idea is going to be a bit different than previous ones. The following is a thesis on a company with a $5billion market cap. The country where the company is based is facing unprecedented unrest which will remain for the foreseeable future. The company discussed is highly exposed to one of the most vulnerable sectors. Yet the market has…

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