Mar. 24 at 1:01 PM
Why did we just add call options to our long-term spot position in
$BAX? 📈
Because Baxter (
$BAX) is essentially the "hidden landlord" of the American hospital room. From Hillrom beds to Welch Allyn tech, they are everywhere, yet the stock is trading near its
$11.92 book value. 🏥
We’re betting on the “Hider Effect.” CEO Andrew Hider tripled his last company (ATS) using a ruthless operational playbook. Now, he’s performing surgery on Baxter’s debt and margins to unlock that same value.
Is this a generational entry point or another value trap? We just dropped our full 4-pillar clinical analysis.
Read the breakdown here: https://www.tradejournal.co/post/baxter-international-bax-generational-wealth-Opportunity-or-a-Massive-Value-Trap/