Topic Archives: Brazil

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. Sahm Adrangi is a relatively new guy to the value investing world, Kerrisdale Capital is about five years old and (unlike many) they share their research — particularly on […]

Happy Friday, all — Irregulars have already seen a few “members only” articles this week, from Dr. KSS’ new posting to my update on goings-on with Ligand, so I think we’ll probably be a bit on the brief side with the Friday File today… let’s see if I can stick with that prediction. Things are […]

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