📉 Vidrala’s stock fell 42% between 2021 and 2022 due to a sharp rise in natural gas prices.
🤔 The key question was whether this was a temporary issue or a structural problem affecting the demand for glass containers.
✅ Determining the nature of the problem is crucial to deciding if the stock represents a buying opportunity.
@Invierteygana:
“Another example, Vidrala, fell 42% between 2021 and 2022, mainly due to the sharp rise in the price of natural gas, which caused its costs to rise. But this was a temporary or structural problem. Was the demand for glass containers going to fall in the future? Was the competition going to gain ground? Answering these questions, we could conclude that it was a temporary problem and a buying opportunity.”
Watch the exact part of the video where Seth Klarman talks about Vidrala here:
Watch the video on YouTube.
Read more articles featuring the most recent analysis of Vidrala at this link: BLOG.
