Keysight Technologies, Inc.
KEYS
position
long
Wilmot Kidd and John Hill, Central Securities
Thesis
Keysight has been a great investment for Central, especially after the spin-off from Agilent. Despite my initial hesitation to add to the position, its significant appreciation since then indicates its strong fundamentals and growth potential.
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 statement indicates confidence in Keysight's fundamentals and growth potential, the lack of concrete performance metrics leaves the outcome uncertain.
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