What are the "Carbon Trades" Shah Gilani is pitching for his Zenith Trading Circle?
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“40 U.S. Retailers Projected for Termination”
Carlo Cannell, “The Iron Ranch”
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. Carlo Cannell has presented at past Congresses, though I don’t know if I’ve written about him before. He argued that boring and mundane industries are the way to go… […]
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Thanks John -- not so impressive lately, indeed... I've been mostly in line with the S&P 500 over the past couple years,...