⏳ Wendel Group, with 300 years of history, offers a discount and invests in companies with entry barriers.
🌍 The company is expanding in Africa and Asia, focusing on non-listed companies.
🏢 Key assets include Bureau Veritas and Constantia Flexibles, known for robust cash flows.
@emeritoquintana:
“Wendel Group, which has 300 years of history, whose main asset is Bureau Veritas. We like Bureau Veritas, SGS, and they are investing a lot in another area that we like, which is Africa, in telecommunications towers, which are infrastructures that we like. It has a small company called Constantia Flexibles that has a factory here in Burgos that makes all the wrappers of the potato chips, of almost everything we see in the super, the metallized shiny labels of the beers, almost everything, the boats and the coatings of the creams and medicines that have to have chemically special characteristics and so on, and this is also a structure in which we get a discount and in which the owner is buying back shares and has a strategy like ours of buying companies with barriers to entry that have a very good leader, that have markets where they can grow, that have an ethical culture, and that the cash flows are very, very robust, and they are investing more and more in unlisted companies in Africa and Asia that in the long term we like.”
Watch the exact part of the video where Emerito Quintana talks about Wendel Group here:
View the video on YouTube.
Read more articles featuring the most recent analysis of Wendel Group at this link: BLOG.
