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Friday File: Brookfield, WESCO, Pershing and China
Friday File: Capital-Light Compounding and 100-Baggers
Some thoughts on serial acquirers and long-term compounding... plus a couple buys
9 Comments Read MoreFriday File: Teaser Performance, Shorts, Activists, Pershing and AI
Friday File: “Never go Down” Inflation Investments and Some Price Updates
A checkup on Pershing Square after a wild week, plus thoughts on MarketWise, Roku, Inflation, Intrusion, Intuitive Surgical, Crown Castle and more, including a few add-on buys and one stop loss...
30 Comments Read MoreWhat’s Sovereign Man’s “Highest Conviction Idea in Years?”
Ad from Tim Staermose teases, "How to buy some of the highest-quality stocks in the world at a MASSIVE 26% discount to where they currently trade on public markets." What's the story?
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They actually said do NOT buy Lowe's June 3. I am interested if anyone sees any success- i almost bought but i know not...