Talk Ya Book - Nick Sladen

Nick Sladen of LSN Capital Partners points to Coventry Group (CYG) as a compelling opportunity. This small industrial distributor (fasteners, fluids) boasts a low P/E ratio of 10 and impressive growth potential, with earnings expected to surge 80% by FY25. Sladen attributes this optimism to CYG's strategic acquisitions within a fragmented market.
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