The thesis for investing in Brembo is that it is a fundamentally solid company with a great moat and attractive financials at current prices.
Borsa Italiana-listed Brembo NV designs, manufactures and markets disc braking systems and components. The company offers brake discs, wheel-side modules and brakes for four of its operating segments by application: passenger cars, motorbikes, commercial vehicles and racing. Brembo derives almost three-quarters of its revenue from passenger cars and supplies its products globally.
