Star Group, L.P.
SGU
position
long
Wilmot Kidd and John Hill, Central Securities
Thesis
Star Group is a fuel oil distributor with a management team focused on improving cash flow per share over time, despite not having positive organic revenue growth. This focus on cash flow makes it a unique investment opportunity.
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 focus on cash flow improvement is a positive indicator, but without evidence of actual performance or milestones achieved, the outcome remains uncertain.
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