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Platinum International Technology Fund's investment thesis on Lamb Weston ($LW) — Q2 2024 | Buyside Digest

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$LWNYSELamb Weston

BULL

Platinum International Technology Fund—LW

Fund Letter

Q2 2024

Published June 30, 2024

View Fund Profile

$55.36USD

+11.0% vs last month

$82.40Pitched

-32.8% since pitch

Market Cap$7.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Lamb Weston experienced operational setbacks and lost market share due to an IT implementation issue and slowing restaurant traffic. The manager views...

— Jimmy Su

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Lamb Weston holds a dominant 40% market share in potato processing and is resolving short-term operational IT glitches. As quick service...

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