Topic Archives: Via Varejo

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 […]

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    Great job Thinkolator on the 3 Cannabis companies teased. I owned 30 Cannabis companies between April 2018 and sold ...

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