Oriflame Holding AG
ORIF
pitch
long
William von Mueffling
Thesis
Oriflame is currently undervalued at 10x earnings, primarily due to negative sentiment from Western investors influenced by issues in US direct selling companies. However, it has a strong leadership position in emerging markets like Indonesia, Russia, and India, which provides sustainable earnings power. The recent insider buying by the co-founder and other executives indicates confidence in the company's future growth potential.
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