Boston Scientific Corporation
BSX
position
long
Lee Cooperman
Thesis
Boston Scientific generates substantial free cash flow and has recently achieved an investment grade credit rating, positioning it well for stock buybacks and acquisitions. The market undervalues the company due to past issues, but its private market value is significantly higher than its public valuation.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While the company may have generated substantial free cash flow and achieved an investment grade credit rating, the lack of concrete results or market reaction makes it impossible to determine the effectiveness of the pitch.
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