Xerox Corporation
XRX
position
long
Larry Robbins
Thesis
Xerox is a top-ten position for the firm, particularly after the market reacted negatively to its acquisition of Affiliated Computer Services, causing a significant drop in stock price. This presents a buying opportunity as the company has strong fundamentals and growth potential.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The thesis suggests strong fundamentals and growth potential, but without evidence of price movement or time elapsed, we cannot determine the outcome.
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