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Logitech: The Equity Story Remains Very Compelling
LogitechLogitech(US:LOGI) Seeking Alphaยท2025-11-03 14:15

My previous investment thought on Logitech ( LOGI ) was a buy rating because the growth outlook was very positive, supported by a rebound in China, B2B traction, and momentum in key categories. I reiterate myI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, ...