Regal Rexnord: Kerrisdale Capital positions itself and sees 100% price potential. Humanoids offer a $5 billion valuation opportunity!
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Kerrisdale Capital is long on our US model portfolio stock Regal Rexnord (i) and sees at least 100% price potential. The thesis is: The market has not priced in the transformation of the company. A breakdown in three steps. 1. An industrial player in the shadow of its own transformation Regal Rexnord is no longer the company it was five years ago. The cyclical HVAC motor manufacturer Regal Beloit has transformed into a broad provider of drive and motion control through two acquisitions. Rexnord's Process & Motion Control was added in 2021...
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