Glencore: Some Internal Changes Warrant An Update Of Valuation

2026-05-27 06:32:11 ET

I usually don't update my theses on companies less than 3 months after the last article. Sometimes I can even go a year or longer, if the specific thesis doesn't actually warrant me updating it or shifting it to any extent. But sometimes, even 2 months can actually change the entire outlook on a stock....

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