Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

Analysis on GARP with strong economic moats

GARP with strong economic moats

Equity Bottom-Up

<ul>
<li>Sylvamo net increased sales despite increasing input costs.</li>
<li>SLVM share price is still low due to the sell-off from International Paper and the lack of dividend payments.</li>
<li>We reiterate our positive stance on the story and continue to believe it is plenty of potential upside at the current price.</li>
</ul>


Sylvamo net increased sales despite increasing input costs.
SLVM share price is still low due to the sell-off from International Paper and the lack of dividend payments.
We reiterate our positive stance on the story and continue to believe it is plenty of potential upside at the current price.


Sylvamo

Sylvamo: Q3 Earnings Update