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

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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

Carlson Capital’s Double Black Diamond Strategy Gains 5.3% On Jewelry Play

Black DiamondCarlson Capital's Double Black Diamond fund added 3.09% net of fees in the second quarter of 2021. Following this performance, the fund delivered a profit of 5.3% net of fees for the first half. Q2 2021 hedge fund letters, conferences and more According to a copy of the fund's half-year update, which ValueWalk has been Read More


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