Shaul Rosten, an Equity Analyst at Redwheel specializing in global value investing, details his investment thesis on Ayvens ($AYV.PA), a unique French leasing company. He discusses why Ayvens is catching his eye and what critical factors the market seems to overlook. The conversation dives into competitive strategies, recent merger challenges, and the impact of electric vehicles on the business landscape. Rosten also highlights potential risks, regulatory hurdles, and what could derail the company's growth, making a compelling case for investors.
