I’ve got a hodgepodge of ideas and small news items for you this week, plus a few transactions in my Real Money Portfolio that I’ve mostly noted for the Irregulars in quick notes earlier in the week. The market is expensive, but there’s no reason for a long-term investor to sell just because it’s expensive […]
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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. 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 […]
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. Kerrisdale Capital is a little bit unusual — they are a value-oriented investment manager, but they also publish pretty heavily, including on their own free email distribution list and […]
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