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Platinum International Technology Fund's investment thesis on Puma SE ($PUM.DE) — Q2 2024 | Buyside Digest

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$PUM.DENASDAQPuma SE

BULL

Platinum International Technology Fund—PUM.DE

Fund Letter

Q2 2024

Published June 30, 2024

View Fund Profile

$27.31USD

+14.6% vs last month

$43.72Pitched

-37.5% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

PUMA has successfully cleared excess post-COVID inventory and is capitalizing on white space left by major competitors refocusing on wholesale channels. The stock trades...

— Jimmy Su

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Platinum International Brands FundBULL

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PUMA offers an attractive valuation opportunity after its stock price halved from 2021 highs due to temporary post-Covid inventory destocking. As major competitors...

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