AVX Corporation
AVX
position
long
Marty Whitman
Thesis
AVX has a strong financial position with cash well in excess of book liabilities, indicating a solid investment opportunity.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame for the investment thesis, it's difficult to assess whether the thesis has played out. While the financial position of AVX may suggest a solid investment opportunity, the lack of concrete evidence makes it impossible to determine the outcome of the pitch.
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