Context: I thought ALIT was an interesting long in late 2023, with the combination of a poorly-communicated business model, product transition and investment cycle, as well as technical dynamics creating an attractive entry opportunity to own a relatively high-quality businesses.
Alight (NYSE:ALIT) - Long Thesis Update
Alight (NYSE:ALIT) - Long Thesis Update
Alight (NYSE:ALIT) - Long Thesis Update
Context: I thought ALIT was an interesting long in late 2023, with the combination of a poorly-communicated business model, product transition and investment cycle, as well as technical dynamics creating an attractive entry opportunity to own a relatively high-quality businesses.