Orsero S.p.A. (BIT:ORS, Financial) was highlighted in the Smallvalue Q4 2024 fund letter as a key investment due to its robust financial metrics and undervaluation. The company, predominantly controlled by Raffaella Orsero, has shown resilience despite market challenges, maintaining a strong financial standing with strategic investments and shareholder returns.
"Orsero’s performance has been solid, demonstrating resilience despite the current market challenges. While margins have tightened and profitability has decreased, these trends were anticipated in my forecast." — Smallvalue, Q4 2024 Fund Letter
Read full letter at gurufocus Smallvalue 2024 Q4 page.