Acuity: Synergies From Acquisition And Balance Sheet Improvement

My previous investment thought on Acuity Inc. ( AYI ) was a buy rating, as there was no sign of growth weakness. Management had also rolled out initiatives that de-risked the investment case. While the share price post-earnings wasn’t great, I believeI 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 durati ...