62-Bagger and Counting: An E-commerce Business That Actually Makes MONEY But Almost Didn’t

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62-Bagger and Counting: An E-commerce Business That Actually Makes MONEY But Almost Didn’t

62-Bagger and Counting: An E-commerce Business That Actually Makes MONEY But Almost Didn’t by Fundoo Professor

H/T Value Investing World

Here is a teaching note I prepared for my students before tomorrow’s guest lecture by Sunil Agrawal, CEO of Vaibhav Global Limited in my class at MDI.

Disclosure: I own shares in VGL. This note is not a recommendation to buy VGL’s shares. Rather, it’s a document I have written to help you understand what I liked about VGL. To be sure, there are many things to not like about VGL. There isn’t enough time to list them all. In any case, you should assume that I am biased and I could be wrong. I have been wrong many times in the past.

Gates Capital Returns 32.7% Tries To Do “Fewer Things Better”

Gates Capital Management's Excess Cash Flow (ECF) Value Funds have returned 14.5% net over the past 25 years, and in 2021, the fund manager continued to outperform. Due to an "absence of large mistakes" during the year, coupled with an "attractive environment for corporate events," the group's flagship ECF Value Fund, L.P returned 32.7% last Read More

See full teaching note on 62-Bagger and counting below.

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