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(www.proinvestor.com)

I ugen der gik, kom der en grundig og yderst læsværdig analyse af Lindsay fra Kerrisdale Capital, som ser en upside på 50% i Lindsay fra det nuværende niveau. Analysen kan ses her:

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(seekingalpha.com)

"Lindsay possesses a unique combination of a low valuation, an unlevered balance sheet, a high-growth end-market, and solid capital efficiency, making it an ideal private equity target. Lindsay Corporation satisfies many of private equity's requirements for an attractive target: i) it's easy to understand; ii) Lindsay carries a world-renowned brand name that allows the company to exercise pricing power; iii) secular trends of population growth, protein consumption, and water scarcity will drive long-term growth; and iv) the stock is cheap, satisfying a 10%+ pre-tax return hurdle. Lindsay would also be a nice fit for Berkshire Hathaway, which we mention because Warren Buffett's son, Howard Buffett, has been a Lindsay board member since 1995. Other than Lindsay, the only other board that Howard serves on is the Coca-Cola Corporation. Howard is the future chairman of Berkshire Hathaway and was recently re-elected to the Lindsay board for a three-year term through 2016."

Disclaimer: Jeg har aktier i Lindsay Corp.