Life is Like a Box of Chemicals: Einhorn Bets on Lanxess!

Mama Always Said 'Stocks Are Like a Box of Chocolates...'

Well howdy folks! Forrest Gump here reporting live ish. I heard tell about this fella named David Einhorn – sounds kinda like a fancy ice cream cone don't it? – talkin' 'bout some German chemical company called Lanxess. Now I ain't no Wall Street wizard but Mama always said 'Stocks are like a box of chocolates Forrest. You never know what you're gonna get.' And this Lanxess well Mr. Einhorn thinks it might just be one of them fancy caramel ones.

From Bayer to Better?

Seems like Lanxess used to be part of this big ol' company called Bayer – like aspirin I reckon! Then they spun off like Lt. Dan gettin' his own legs. Mr. Einhorn says they used to do all sorts of things but now they're focusing on the good stuff the 'specialty chemicals,' which sounds a lot like the secret sauce Bubba was always dreamin' up for his shrimp. He believed that this company has made good strategic decisions but their stock has suffered due to bad luck! I remember when Lt. Dan got injured and he was having a real hard time but he overcame his challenges like Lanxess will overcome their challenges.

Bad Luck Ain't Permanent Lieutenant Dan Taught Me That

Mr. Einhorn gave this whole presentation with cartoons and called it 'When bad things happen to good people'. He said that the company had lots of bad luck but now the company is doing well and they are going to be successful. It's like when I lost Jenny a whole bunch of times but eventually she always came back even if it was for a short amount of time. Turns out they had some troubles but Mr. Einhorn figures those troubles are mostly done with. Like Lieutenant Dan after the storm Lanxess is ready to sail smooth again.

Tariffs? Sounds Like a Fancy Word for 'More Money'

Now here's where it gets interestin'. Mr. Einhorn thinks Lanxess might make more money because of something called 'tariffs'. He says since they make stuff right here in the good ol' US of A they can charge more. It's kinda like when Bubba could charge extra for his shrimp 'cause he was the only one catchin' 'em after the hurricane. 'Course I didn't understand a word he said 'bout Chinese competition but if it means more money for Lanxess then that's good right? Mr. Einhorn said that nearly 30% of the manufacturing capacity is in the US.

The Only Remaining US Producer!?

Mr. Einhorn also said that Lanxess is the only remaining producer in the US in some areas of the advanced industrial intermediate business unit. He said that the company will surprise the market with their success!

Run Lanxess Run!

So there you have it. This 'Einhorn' fella thinks Lanxess is gonna take off like I did when them bullies chased me. I don't know nothin' 'bout stocks but if Mr. Einhorn's right maybe investin' in Lanxess is like findin' a golden ticket in a box of chocolates. Just don't go runnin' so fast you forget where you're goin'. And that's all I have to say about that.