David Winters discusses why he feels very good about global the consumer especially in Asia, Latin America and other places in the world, and thinks American economy is doing better than people think. He also discusses why he likes MasterCard (MA), Consolidated-Tomoka (CTO), Fairfax Financial (FFH), Brazil, and whether GE (GE) will begin its dividend again.
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Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
Qualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More
H/T: Canadian Value