Matt Franz : Zealous For Knowledge

Brighthouse FInancial

I posted my thoughts on Brighthouse Financial over at Seeking Alpha. You can read the post by clicking this link.

In short, I think there’s too much pessimism over its future prospects. Management has a lot of ways to drive improvement, but even if they don’t the base case looks to provide a reasonable return. If management beats their own low-ball expectations, the stock could re-rate higher and generate an attractive return. I think the stock is interesting a little lower than it is today, say around $55.

Questions or comments? Email matt@eaglepointcap.com

This is not a recommendation to buy or sell any stock mentioned. I do not have a position in any stock mentioned unless otherwise noted in this post. Do your own research: you are accountable for your own returns. Please read my fullĀ disclosure



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