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![CapitalValor Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1252742494816780288.png) Capital Valor [@CapitalValor](/creator/twitter/CapitalValor) on x 8143 followers
Created: 2025-07-23 17:45:36 UTC

Containerboard/box guys are breaking out. 
They're still v cheap.
EU tariff risk and impact on crossborder trade = resolved.
Tariffs will remove Chinese and other foreign containerboard imports, so industry structure stronger from here. 
$IP $SW $PKG
I prefer SW as long term hold


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CapitalValor Avatar Capital Valor @CapitalValor on x 8143 followers Created: 2025-07-23 17:45:36 UTC

Containerboard/box guys are breaking out. They're still v cheap. EU tariff risk and impact on crossborder trade = resolved. Tariffs will remove Chinese and other foreign containerboard imports, so industry structure stronger from here. $IP $SW $PKG I prefer SW as long term hold

XXXXX engagements

Engagements Line Chart

Related Topics ip $pkg $ip tariffs ip international paper co stocks consumer cyclical $sw pkg packaging corp of

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