European Equities Attractive Despite the Eurocrisis, with Jean-Marie Eveillard, the legendary value investor of First Eagle Funds. He notes the macro problems in the Euro-zone, but many European countries do business in all parts of the world. Jean-Marie Eveillard thinks it is a mistake to not look at any european stocks.
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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