MONDF - Mondi Positioned Well For COVID-19 Competitors Positioned Better
Although it's true that markets are generally efficient, what the protracted coronavirus sell-offs have told us is that, sometimes, they're not at all. It's true that we still don't have visibility over how bad this crisis could be for the macroeconomy and commerce at large, but taking the long-term view, we can certainly find opportunities where even general macro risks are overstated.
A sector that is very interesting in this regard is the paper industry, where we've already stated our positive view on International Paper (IP), and other authors have opined on similar peers. Here,