The YouTuber suggests IMCD, a chemical distribution company, is a strong buy due to its proven acquisition-led growth model and current undervaluation. Despite a recent stock price decline, the underlying business remains robust, with consistent organic and inorganic growth. Lower interest rates will further benefit its acquisition strategy, and the stock is trading at historical low valuations of 14x earnings, well below its historical average.
“Aquí encontramos esta compañía IMCD. Esta compañía ha pasado de la euforia al olvido y ha tenido dos fases muy interesantes en bolsa.” — ▶ 40:00