Mitsui & Co: An Attractive Conglomerate At A Low Price To Book

temizyurek Investment thesis Our current investment thesis is:  Mitsui (OTCPK:MITSY) is a play on superior asset allocation in our view. The company is generating significant cash and reinvesting it in a range of industries, leveraging its global relationships and ability to buy-and-build to generate superior returns to its peers. Based on our analysis of case studies and its business model, we believe this is deliverable going forward.  The company is clearly agile despite its size, while it takes a lo ...