Lanxess: The Best Anticyclical Bet You Can Make Right Now

Core Insights - LANXESS has transitioned from a base chemical producer to a specialty chemical producer, enhancing its resilience and potentially improving margins and cash flow [1] Company Overview - LANXESS is a chemical company based in Cologne, Germany [1] - The transformation to specialty chemicals positions the company for better financial performance [1] Investment Perspective - The investment approach focuses on identifying undervalued quality businesses with strong fundamentals and sustainable growth [1]