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.



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