DV Capital | Owens & Minor | Revival in the Making
about 1 month ago
"This deep dive covers Owens & Minor ($OMI). Desperate for a spark, OMI even pursued another deal, Rotech. After years of heavy debt, thin margins, and failed pivots, OMI is making a strategic shift that could redefine the company’s future. When the divestiture is complete, OMI will become a pure-play Patient Direct company."
Owens & Minor is dumping its low-margin business, going lean, and setting up for a massive run investors aren’t ready for.
Sentiment
Bullish
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
DV Capital | Owens & Minor | Revival in the Making
Source:
DeepValue Capital
Published:
November 6, 2025
Idea Type:
idea