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WEG

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jan 20, 2022 by Florian Bartunek · across every show →

Everything said about WEG, oldest first

Jan 20, 2022 bullish
Assertion Supported
Over Half of WEG's Products Were Launched in Past Five Years
“More than half of their products were launched in the last five years, and this is one of the best managed companies in Brazil.”
Florian Bartunek Jan 20, 2022 ▶ 33:45 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
Jan 20, 2022 bullish
Prediction Partly held up
WEG Can Deliver 25% to 30% Annual IRR at Current Multiple
“It's been a great performer, but we see a 25, 30% IRR per year at the current multiple.”
Florian Bartunek Jan 20, 2022 ▶ 34:17 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
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