Odlum Brown 2017 Annual Address

[Guest notorious546]

https://www.odlumbrown.com/research/presentations/2017-annual-address/

 

I enjoyed the presentations. Perhaps you find some value in them as well.

 

[Cigarbutt]

Thank you notorious.

I enjoyed the presentations. Painful reminder though.

In 2008-9, I had my finger on the trigger for both Carmax and Stella-Jones. Chose two other targets. Did well. But would have done even better with KMX and SJ. Live and learn. Both are still on my watch list but our job is to buy low and sell high, isn't it?