My Biggest Position: A Monopoly Priced for Failure
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
NYSE
Pitney Bowes INC
PBI
1 article
$2.2B Market cap · 2026-08-21
NYSE
PBI
1 article
$2.2B Market cap · 2026-08-21
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…