Workflow
Dow: Virtuous Growth Cycle Centered In North America
DowDow(US:DOW) Seeking Alpha·2024-04-10 13:44
jetcityimage Investment Thesis Review We covered Dow (NYSE:DOW) about a year ago in "Dow: Beneficial Cost Structure With Substantial Green Tech Potential". Our thesis was built on two-fold: the cost management structure that helps maintain its margin in the face of adverse external market conditions, and its green tech potential that provides long-term upside. Since our last call to buy at $52.25, its stock has garnered a total return of 19.52%. Updates Facing macro headwinds, Dow has experienced a cont ...