Case Study #3 of an Excellent Investment Thesis

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You should read this case to see the depth of thinking this investor puts into his company analysis.

Quinsa Example of a Clear Investment Thesis_Case Study 3

You will also gain from rereading the case as your understanding of competitive analysis and investing improves.

Alkeon: Big Tech Is Only Just Getting Started

TechnologyThe ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking. Q2 2021 hedge fund letters, conferences and more According to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review, its managers currently hold a balanced Read More


Learning is often an itinerant process; you have to circle back and review and reread to gain better understanding.

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