ValueWalk on

Chad Sandstedt finds in Best Buy BBY +1.91% a cheap service company that’s merely disguised as a retailer.

Link to article below:

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More

H/T to Chad Sandstedt of Value Investing Lab