IHS Holding Limited: Economic Crisis Brings Opportunity
davidf Investment Thesis IHS Holding's (NYSE:IHS) stock performance continues to disappoint, falling from $$17 to as low as $$2.50 during its trading history. Still, the cash flows, revenues and EBITDA continues to grow which leads me to believe the stock is significantly undervalued. The company has high barriers to entry that stem from economies of scale and being a first mover in emerging markets, so I expect the company to continue to perform well. Despite the economic crisis in Nigeria, I believe the ...