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Solventum has a few good businesses, but the market is treating it as a complicated company. Its main parts are MedSurg, Dental, HIS, and a smaller Water / All Other. The thesis says the stock looks ...

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Update 4:40pm: Adds Solventum response. 3M spinoff Solventum (SOLV) quickly rose 1.7% after activist investor Trian sent a new letter to push for changes at the company. Nelson Peltz's Trian, which ...