Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

Equity Bottom-Up

<ul><li>Berry Global (BERY) sells primarily plastic consumer packaging (&gt;70% of revenue).</li><li>Health &amp; hygiene and engineered materials is the other 30%.</li><li>Almost all of their products are likely to be in growth markets.</li></ul>

Berry Global (BERY) sells primarily plastic consumer packaging (&gt;70% of revenue).Health &amp; hygiene and engineered materials is the other 30%.Almost all of their products are likely to be in growth markets.

Australia

Amcor Limited is an international integrated packaging company offering packaging and related services.  Amcor primarily produces a wide range of packaging products which include corrugated boxes, cartons, aluminum and steel cans, flexible plastic packaging, PET plastic bottles and jars, and multi-wall sacks.

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Amcor Limited (AMC AU)

Berry Global

Berry Global (BERY) sells primarily plastic consumer packaging (>70% of revenue). Health & hygiene and engineered materials is the other 30%.

Turtles all the way down

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