The Borlaug Report #2: Avantor

Teenage Thermo Needs Activist Parents

Apr 25, 2023

∙ Paid

Thesis Introduction

Since going public, Avantor’s (NYSE:AVTR) share price has been a rollercoaster. However, its fundamentals really haven’t, at least relative to the average company with private equity levels of leverage. The company trades more in-line with its chemicals roots today than its current role in the life science tools industry might otherwi…

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