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Dow Inc. (DOW): A Bull Case Theory 

We came across a bullish thesis on Dow Inc. on Quipus Capital’s Substack. In this article, we will summarize the bulls’ thesis on DOW. Dow Inc.'s share was trading at $23.86 as of December 2nd. DOW’s trailing and forward P/E were 32.65 and 13.61 respectively according to Yahoo Finance.

Dow Inc. (DOW), restructured after its 2019 de-merger from DowDuPont, operates as a major global commodity chemical producer with a portfolio centered on olefins and polyolefins. The company’s asset base is heavily concentrated in the U.S. (about 75%), with significant exposure to export...