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MSA Safety Incorporated (MSA): A Bull Case Theory

We came across a bullish thesis on MSA Safety Incorporated (MSA) on Andvari’s Substack by Douglas OTT. In this article, we will summarize the bulls’ thesis on MSA. MSA Safety Incorporated (MSA)'s share was trading at $165.11 as of 6th June. MSA’s trailing P/E was 22.77 according to Yahoo Finance.

[caption id="attachment_1236340" align="aligncenter" width="768"] A worker in full safety gear is operating an excavator in a mining operation.[/caption]

MSA Safety exemplifies the “picks-and-shovels” investment theme—providing essential tools and equipment rather than chasing...