From the Famous….Lecture 5: A Value Investor in Retail Discusses ANF, AEOS, ARO

This lecture will show you the power of focused investing. This investor invests mostly in mid-cap to small cap retail companies. A small circle of competence can be powerful indeed if the investor knows the circle well.

64866874 Lecture 5 Retail Investor Specializing in ANF AEOS ARO

H/T to csinvesting

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