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Compass: Hold Rated As I Am Still Very Worried About The Risks
CMPGYCompass Group(CMPGY) Seeking Alpha·2025-02-21 17:45

I recommended a hold rating for Compass (NYSE: COMP ) when I wrote about it last September, as I expected an uncertain period ahead for COMP because of the various business risks I have identified. Based on myI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, eth ...