A reader sent in a question about a recent low-key teaser letter from Cabot Market Letter, so we’re going to look into that today. There’s some substance to the letter before they get to hinting and teasing about their current recommendations, including the note that they increased their cash position to 46% back in January […]
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These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Alexander Roepers, of Atlantic Investment Management, presents at most of the NY Value Investing Congresses, and to my mind he is, frankly, one of the more consistent and successful […]
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