Kitwave Group plc (KITW.L) – secretlyaninja
Pitch Summary: @secretlyaninja argues that KITW.L is deeply undervalued despite being a high-quality, high-ROIC food distributor with a long history of disciplined capital allocation. The company historically delivered 15–20% ROIC, and although recent results were temporarily diluted by a major acquisition, the long-term economics remain strong. Insider buying underscores management conviction, while the stock’s 15% […]
